One of the crucial steps before using SalesIQ to converse with customers, is to make sure that your company details are mirrored accurately on the portal. The operators and customers dealing with your website ought to have a smooth experience learning about your company. Any suspicious or outdated detail can result in the loss of a client/deal.

It is always suggested to keep your company records up to date, track and easily change the company details with the available settings. Please note that any information you edit here will additionally reflect across all users and integrations connected to your company profile. 

To edit/modify company details, go to Settings > Company section

To learn more on modifying company details in Zoho SalesIQ, click here

Remember that when your account is integrated with other apps for email, calls, social, etc.,  make sure to keep them up-to date in order to reflect it up on all the other platforms .

 

Return to Tips