Track all customer and prospect interactions in Zoho CRM
Hello,
I would really appreciate an help in understanding hit to the with the problem that we have many different ways a customer/prospect can interact with us: Zoho salesiq chat, forms on our website, social, trial, etc. We are really struggling in track all the interactions based on a single account so we have many different leads and contacts which are actually referred to the same account. Is is possible to track automatically based on the account ID or any other way?
Any idea would be helpful, thanks
Irene