Visitor History
Export Data
You can export all the data stored in the people module using the export feature. Using this, you can archive all the data or use them to perform better analysis. How to export the visitor data? In the SalesIQ dashboard, navigate to People > ...
Lead Scoring
What is Lead Scoring? The score earned by visitors during their visits to your website is called Lead Score. You can set various criteria to score your website visitors based on their actions on your website and the visitor’s value in Zoho CRM. The ...
Analyze and manage Contacts
Who is a contact? If a visitor provides contact information such as email address, phone number, etc. that can be used to perform a follow up, the visitor will be converted as a contact. Contact List: There are five types of default list available in ...
Grow B2B relationships with Company section
If an organization or firm's employees initiate a chat with your operators, the data will be shown in the Company module. The Company's employee is identified using Clearbit integration. In the Company overview, you can view all the essential data of ...
Identify prospects with Leads
Who is a visitor? If a person leaves your website without providing any contact information such as email address, phone number, etc. that the operators could use to perform a follow-up, that person will be considered a visitor. Wouldn’t it be great ...