Viewing chat transcripts as attachments

Viewing Zoho SalesIQ data inside CRM

Viewing chat transcripts as attachments

If you do configure your Zoho SalesIQ to push completed chats as transcripts into CRM, you will be able to view all your chats with Leads and Contacts inside of your CRM. When you view a Lead or Contact, scroll down to the attachments section and you will see each chat you had with that person, listed with the chat subject as the file name, in PDF form. Click these transcripts, and choose either Open or Download, to either view or download the transcripts for review.

Share this post : FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohosalesiq.com