Signals | Online Help - Zoho CRM

Signals - An Overview

Gone are the days when customers communicated with your brand through relationship managers only. Now customers have multiple channels by which they communicate with your company. From visiting your website to filling up surveys, from raising support tickets to posting on Twitter and Facebook, customers get in touch with several people from various departments in your organization. As a relationship manager, it is very hard for you to stay on top of all these channels. Signals in Zoho CRM keeps you informed real-time about your customers' interaction with your brand across multiple channels.


The Signals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. Signals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly.

For example, consider that you have a lead with whom you have scheduled a demo next week. The lead is visiting your website to know more about your products. With Signals, you will receive notification as soon as the lead visits your company's website. You can identify the web pages accessed by your lead, the time spent, and the information your lead is interested in. These details will help you prepare for a demo for the prospect.

  

Availability
Permission Required
All the users will be able to view notifications and modify the SalesSignal Settings. Users with Integration with Microsoft Outlook permission in their profile can use this feature.
The following table lists the types of Signals displayed and when they will be displayed.

Signals for

Displayed when

Incoming Email

Mails are received from leads, contacts, or potential customers.

Email Insights

A lead, contact, or potential customer opens an email sent from CRM, clicks a link in the email, or when the email has bounced.

The status of the email can be "Opened", "Clicked", or "Bounced".

Call

Missed calls are received from leads, contacts, or potential customers.

Survey

Survey responses are received from leads, contacts, or potential customers.

Campaign

A lead, contact, or potential customer opens an email sent from an email campaign, clicks a link in the email, or when the email has bounced.

The email status can be "Opened", "Clicked", "Hard Bounced", or "Soft Bounced"

SalesIQ

You receive missed chats from leads, contacts, or potential customers.

Desk

New support tickets, comments, or responses are received from leads, contacts, potential customers, or customers.

You will also receive Signals notifications for support tickets that are overdue or escalated or when a new rating is provided by a customer for a support personnel.

Note: You can filter the Signals notifications for new tickets, comments, and responses based on leads, contacts, or potential customers.

Backstage

You will receive notification when tickets are purchased and when the attendee checks in to the event or if the ticket is cancelled.

Webinar

You will receive notification when registrations are made.

The Signals notifications are displayed when you click the  Notifications  icon ( ) on the top-right corner of the Zoho CRM home  page. You can identify the Signal type based on the icon displayed below the lead or contact's name and view them. You can receive and view Signals notifications only if they are configured in Zoho CRM.



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