4 Things You Should Do Once You Get Started with Cliq

4 Things You Should Do Once You Get Started with Cliq

Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next?
Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:
 
1. Invite your colleagues
 
Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?
 
To invite your colleagues to Cliq, head on over to the Admin Panel which can be found by clicking on your profile picture on your Cliq screen. Select "Users" and it will open a window containing the list of users in your organization. On the top right corner of the screen, click on the "Add User" tab. Type in the user details and hit on "Add User". The invite will be sent to them via email which they may choose to accept to join your organization on Cliq. 
For more information:  How do I add my employees on Cliq?




2. Organize the teams
 
Once you've invited your colleagues, it's time to group them according to their departments and the projects they're working on.  
Bear in mind that Cliq is pretty much like your virtual office space so now that you've set up your company and added your employees there, you can segregate them into their teams so that they can start working!
 
For example, if your office has a 'Sales' Team, you can create the same on Cliq and add all the members of the Sales Team to it. 
 
How do you do that? Go to 'Admin Panel' which can be found by clicking on your profile picture on your Cliq screen.  Click on 'Teams' and add as per your requirements. 
Learn more:  How to Create Teams on Cliq?  




3. Start Conversing
 
Alrighty, we're almost there!  
 
Now, say there's a new deal that the Sales Team has to work on. They'd need a space to work on-- from ideating how to proceed, discussing about their requirements with the product team to closing the deal. Now imagine that space on a virtual platform for the members involved to be able to discuss and brainstorm to no end even after office hours?
  
That's Channels on Cliq for you!
 
Create channels for any topic or event, add in people from your organisation and get your work flowing
To create a channel, click on the '+' icon near the search bar on the top of your Cliq screen and select "Create a Channel". A dialog box will open where you may enter the channel details such as name, type of channel, description, etc. Add in the channel participants and you're good to go!
 
There are four types of channels namely, Organization, Team, External and Personal




4. Stay notified on the move
 
Okay, you've now set up everything and your employees have the virtual workspace ready to get on their work. But wait, there is one more thing to do to get the power of instant communication. Do you want your employees to stay connected only when they use the desktop? Wouldn't it be great for them to have the communication going all the time even when they are away from their desks?
 
Not to worry because Cliq is now available on your smartphones and smartwatches on the go with the Cliq app that can be downloaded on both Android and iOS devices. Head on over to Playstore/ App Store and take your work with you to stay notified on the go! 
 
iOS

So there you have it, the quintessential checklist to set up Cliq for your business! We'd love to know if there was anything else apart from the mentioned list items that helped you with your business collaboration. Do write to us in the comments below!
 
Cheers,
Divya V 
Zoho Cliq




    Zoho Marketing Automation
            • Sticky Posts

            • New in Zoho Chat: Threaded conversation at its finest best

              Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 
            • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

              Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not
            • What's new in Zoho Cliq - June 2020 updates

              Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's
            • 4 Things You Should Do Once You Get Started with Cliq

              Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which
            • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

              With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

            Zoho Pagesense Resources

              Zoho SalesIQ Resources



                    Zoho TeamInbox Resources

                      Zoho DataPrep Resources



                        Zoho CRM Plus Resources

                          Zoho Books Resources


                            Zoho Subscriptions Resources

                              Zoho Desk Resources

                                Zoho Projects Resources


                                  Zoho Sprints Resources


                                    Qntrl Resources


                                      Zoho Creator Resources


                                        Zoho WorkDrive Resources





                                            Zoho Campaigns Resources

                                              Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now