Calls list view in SalesIQ dashboard
View the list of Calls you have with your visitors
In the
Calls
section, you can see the list of calls you or your operators initiated or received from the visitors. To access
Calls
information from other pages, you will just have to click on the Calls tab in the panel on the left of your Zoho SalesIQ dashboard.
A quick view about call information
The history of calls that the operators have with the visitors will be listed in this section. You can separate and view the calls as:
1.
Answered Calls - The calls and recording initiated or answered by the operators will be listed
2.
Unanswered Calls - The calls missed answering will be listed here
3.
My Calls - The calls and recording you've initiated or received from the visitor will be listed
The call information will be updated to the list only when the call is ended by the operator or visitor. While you view the call info and recordings on the chat window, the right side of the window gives you easy access to your visitor’s e-mail address and the page they were visiting when they initiated the call. You can also see the visitor’s location, their browser and operating system.
Recent Calls information
In recent calls, the calls the visitor initiated or received from other chats will be listed. C
lick on any chat and view the entire transcript while you are viewing any other information.
Other calls of the same visitor
In other calls, you can view the list of calls received or initiated and the recordings during the same chat session.
Call History in people module
You can also view the call information right inside the people module. In
People module, tap on the
Visitor/Contact/Companies name > Call History tab the list of calls will be available.
On tapping the call, you can view the entire conversation and the call recording.
If there is a recording for the call you initiated or received during the conversation then it will be displayed in the Conversations section. Tapping on the recording, the first available recording will open.
How to enable call recording ?
To enable call recording option for a particular brand, you can navigate to
Brands > your brand name > Configurations > General
, and enable
Record the calls
.
The recording feature is applicable only for SalesIQ built-in audio call facility.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
Zoho SalesIQ Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Bigin?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
Related Articles
Integrating Whatsapp Channel with SalesIQ
Integrating WhatsApp business with your SalesIQ helps you handle all the chat conversations in your SalesIQ dashboard. Let your visitors contact you from the convenient channel, and your operators can handle the chat from their SalesIQ chat window ...Audio Calls
Audio Calls With Zoho SalesIQ's "Audio Call" feature, you can make and receive audio calls, just like using a traditional phone. All you need is a pair of computer speakers and a microphone or a headset attached to your computer or handset. Benefits ...Setting up your SalesIQ tracking dashboard
SalesIQ allows you filter the visitors visiting your site based on your preference and set your tracking board more refined and drill-downed than viewing everybody. You can use visitor tracking to prioritize the hot visitors among all the visitors ...Audio Calls
Server Maintainance Update: We have changed the servers. As a result, the IP ports are changed. If you have whitelisted the Zoho SalesIQ to get support from our team, Please enable/whitelist the following ports in your firewall for calls/conferences ...Integrating MailChimp with SalesIQ
What is MailChimp? Mailchimp is an all-in-one marketing platform that helps you manage and talk to your clients, customers, and other interested parties. It gives you the ability to create and manage mailing lists, newsletters, automated marketing ...