Sales IQ allows you to add “Articles” to your chat window. If you have identified information that your chat visitors most often request, you can use this template to provide easy access to it. Not only does this free up chat time, it also allows your visitors to view or download the information they need …
Did you know that Sales IQ allows you to chat in numerous languages even if you do so in English? Many organizations cannot afford the staff that a multilingual chat capability would require. Zoho’s Sales IQ has a solution that can help provide in-language sales and support, with the usual limitations of any automated translation. …
Did you know that you can easily switch your CRM’s list view to a spreadsheet view? Not only that, but you can then manage that list (100 rows at a time) as a spreadsheet. For example, you can: View and edit fields Add and edit records Sort by multiple columns Search for content …
We have all deleted records from our Zoho CRM and we’ve all seen the message “Are you sure you want to delete ‘xyz’” and the button that sends it to the Recycle Bin. Zoho keeps your deleted items for up to 60 days! No need to panic if you deleted an important lead by mistake. …
The icon on the top left of the default tabular view of your Zoho CRM allows users to add and remove columns based on their needs at any given time. You can very easily select the columns you need to see by checking them in the list. This is an interesting feature because the result …