Note: Please note that the Converse extension for Zoho CRM is available in US, EU, CN, IN, AU, CA, SA, and JP datacenters.

Installing the extension

1. Go to Setup > Marketplace > All.
   
2. Click All Extensions, then browse for and click Converse for Zoho CRM.
   
3. Click Install Now.
   
4. Check the Terms of Service options.
   
5. Click Continue.
   
6. In Choose Users/Profiles, select any of the following:
   
1. Install for admins only
   
2. Install for all users
   
3. Choose profiles
   
7. If you select the Choose profiles option, check the desired profiles and click Confirm.
   The extension will be installed for the selected users.

Accessing the extension

1. Open a record in Leads, Contacts, Accounts, or Deals module.
   
2. In the Related List, click Converse.
   
3. You can even scroll down the record's page and access Converse.
   

Building a conversation  

1. Click New Post to start a conversation.
   
2. Enter Title and Description, and click Post.
   
   You have started a conversation now.
   
   
   
   
   
   
   
3. Click  to edit the post.
   
4. Click  to delete the post.
   

1. Enter your comments in the box, and click Comment.
   
2. If needed, you can mention someone in the comment by entering @<name>.
   An email will be sent that member notifying about the mention.
3. Click  to edit the post.
   
4. Click  to delete the post.
   

1. Click Reply in the comment.
   
2. Enter your comments, and click Reply.
   
3. Click  to edit the post.
   
4. Click  to delete the post.
   

Note: The edit and delete option will be shown only for the user who originally posted the comment.

Uninstalling the extension

1. Go to Setup > Marketplace > All.
   
2. Click Installed.
   
3. Find Converse extension and click Uninstall.
   
4. Click Ok to confirm.
   

Note: On uninstallation, all the conversation will be lost and cannot be retrieved.