Advanced Features of Zoho SalesIQ
We focused intently on making sure that Zoho SalesIQ is easy-to-use for both you and your visitors. Yet at the same time, we engineered advanced, powerful features to give you greater depth of what you can do through Zoho SalesIQ.
This section teaches you how to configure and use some advanced features to get the best fit and most power out of your Zoho SalesIQ.
How to Create and Edit Canned Messages?
Creating New Canned Message
Editing an Existing Canned Message
Deleting a Canned Message
Organizing Canned Messages
Adding a New Canned Message Category
Associating Newly Created Canned Message to a Category
Changing the Category for Existing Canned Message
Using Canned Messages During chat
Using autocomplete in Canned Messages
How do I get the signature chat code?
How do I get operator specific signature chat code?
Is it possible to add a custom signature theme for the chat widget?
Choosing the pre-defined signature theme
How do I setup the e-mail recipient signature chat page?
How do I enable/disable signature chat?
Initiating a chat from signature chat window
How do I add signature chat to the e-mails sent from Zoho SalesIQ?
How do I add signature chat to Zoho Mail?
How do I add signature chat to Zoho Desk?
How do I add signature chat to Zoho CRM?
How do I set up the signature chat in Gmail account?
SalesIQ for Desktop and Mobile devices
Configuring your Zoho SalesIQ for Jabber clients
Creating a new Zoho user name
Linking up your mobile devices
Configuring Specific Apps
Linking to desktop chat clients
Chatting through a Jabber connected mobile app
Transfer a Chat
Ending a chat
Chatting with other agents
Using the message board
To view visitor information from your linked CRM