Advanced Features of 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
Configuring for Enabling Signature Chat
Email Recipient Signature Chat Page
Disabling Signature Chat
Initiating a chat from Signature chat window
Adding Signature Chat to Email sent from your Zoho SalesIQ
Adding Signature Chat to Zoho Mail
Adding Signature Chat to Zoho Support
Adding Signature Chat to Zoho CRM
Setting up Signature Chat in your Gmail account
Setting Up Signature Chat in Outlook
SalesIQ Mobile Apps
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
- How to Translate Chat?
- What is Canned Message?
- How to add the Canned Message?
- How to connect my Gmail ID with SalesIQ?
- Where to view the Visitor and User based reports?
- What is Dynamic Text?
- How to view and reply to the Missed Chats?
- How to view and filter the Visitor Feedback?
- Is it possible to configure Zoho SalesIQ for Jabber Clients?