Sales Signals in Zoho CRM: What is it and why does it matter?
Sales Signals in Zoho CRM: An Overview
How Signals help accelerate your business growth
What counts as a Signal?
- Customer actions are events observed at their behavior-level. Non-interaction can also account for a signal just as much as interaction does.
- System events like automated actions. Expiry of a ticket, bounced emails, or any event triggered from the system is also a Signal.
- Communication-based events are direct one-to-one communication between the customer and the business like missed chat, missed calls, survey responses, and more.
Types of Signals in Zoho CRM
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. |
Custom Signals
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