Zoho SaleslQ – Training for Administrators (Day One – 3 Hours)


Tracking and Live chat for your website
  • Add live chat and tracking code to the website
  • Run a test chat
  • Basics of SalesIQ
  • Do’s and Don’ts
Automate the process of Lead Generation
  • Visitor History
  • Automating sales follow-up
Automate customer engagement
  • How to set up trigger rules to engage visitors on the website
  • Invoke JS API for custom actions
Routing Rules
  • Setting up Visitor Routing Rules
  • Setting up Chat Routing Rule
Scoring website visitor action
  • Lead Score
  • Opportunities
  • Using score values in various fields
Turn your chat window space to a knowledgebase
  • Articles on the live chat window
  • Syncing Desk Knowledgebase with SalesIQ


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