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Zoho SalesIQ Training - How to Configure and Use
Introduction
Introduction to SalesIQ (2:11)
Adding SalesIQ to your website (includes WordPress websites) (7:46)
Interacting with visitors
Who’s on my website? - Visitors Online (7:33)
How to chat to visitors (11:55)
Visitor History, Reporting and your Profile
Who visited you - Visitor History (3:32)
What happens if I missed a chat? (1:36)
Seeing your Sales IQ activity in Zoho CRM (1:14)
How to see your feedback from chats (0:56)
SalesIQ Reports (1:20)
Updating your Sales IQ profile (2:40)
Settings
Managing users in SalesIQ (1:59)
Setting up your company and departments (5:06)
Configuring the chat popup, cookie and blocking IPs (5:57)
Setting the chat window appearance (1:57)
Staying GDPR compliant in SalesIQ (2:24)
Automating SalesIQ - triggering, routing and monitoring chats (11:15)
Using templates to save time (3:47)
Scoring visitors - Who’s hot? (2:37)
Integrating SalesIQ with other apps (5:02)
Teach online with
How to chat to visitors
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