Zoho SalesIQ Help

How to associate the operator's to departments?

  1. In the Settings -> Operators section, click an operator’s name.

2.Click Edit at the top right, to view and edit the operator's details.

​3.Scroll down to the My Departments section and choose the departments you would like to associate the operator with by clicking on the (+) symbol that appears near each department (to exclude the department,click (-) symbol.) If you don’t see the department you are looking for, you can search for it in the included search box.

4.Once you have added all the departments you want to associate with a specific operator. Click Update to record your settings.

Note:

The department field cannot be empty, at least you should associate the operator to one of the departments.

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