Grow B2B relationships with Company section in Zoho SalesIQ

Grow B2B relationships with Company section

If an organization or firm's employees initiate a chat with your operators, the data will be shown in the Company module. The Company's employee is identified using Clearbit integration or Zia profile enrichment. In the Company overview, you can view all the essential data of the organization. This module is categorized to make it easy for your team to analyze the data and perform follow up accordingly.

Company List

The companies are categorized into four pre-defined lists :

  • Retuning Companies: The employees of the organization who actively engage with you.
  • Today's New Companies: Newly identified companies will be listed here.
  • Companies visited today: The employees who visited your website or engaged with the operator will be listed here.
  • Cold Companies: The companies which didn't fall under any tracking rules will be listed here.

Create your custom list

You can create your custom list by adding various rules, if followed the Company will be enlisted in your list.

  • In the SalesIQ > People > Company, click on the (+) icon next to the list type.

  • Set your rules to filter out your desired Company.

How to set rules to filter Company

  • Add a name to your list by clicking on the Add a Title on the top.

  • Make a rule from one of the pre-defined conditions available.

  • For example, here we want to categorize the Company's employees who use  Google chrome as their browser. First, select a predefined condition called 'Browser,' now pick 'is' to filter users using the selected browser. Choose the type of browser and click Save.

  • After creating your first rule, you can add more rules to it by clicking 'or / and' next to add another rule. 

  • If you pick 'or' the Company will be filtered if any one rule is satisfied.

  • If you pick 'and' all the rules must be satisfied to be enlisted in the list.

  • After adding the rules, click Save.

  • Now, pick your custom list from the drop down on top, inside the Company module

View essential information 

  • In Settings > People > Company, click on the company you want to view and click on the company info tab.
  • In the company info tab, you can view various essential information about the company.
  1. Company information

  • Name: The name of the company.
  • Employee Count: The number of employees working in the organization.
  • Phone No: The phone number of the company.
  • Domain: The official website of company.
    • Company visit information

  • First visited: The first day when an employee of the company landed on your website.
  • Last visited: The most recent visit made by an employee of the company.
  • Visits: Number of visits made by the employees of the Organization.
  • Conversations: Number of chats initiated by the employees of the firm.
  • Source: Source through which the company's employee visited your website.
  • Contacts: Total number of contacts from the company.


In this tab, you can view all the conversations made by the employees of the company. You can click on a specific chat to view the conversation in detail. The date and time, operator attended, and the status of the conversation will be displayed here. You can perform a follow up on the conversation by clicking Send Email at the bottom or the clicking the mail icon on the top right. The conversation can be used to analyze the contact and approach them accordingly.


It gives a timeline view of all the activities performed by the contact in a session, and activities carried out by the operator for the contact. Activities are categorized in sessions; click on a particular session to list all the session's activities.

The below details will be listed:

Landing Page - Clicking on the link will take you to the page visited by the contact.

Date and Time of Visit - Date and time at which the contact accessed the landing page.

Pages accessed - All the pages accessed by the contact throughout the visit will be listed.

Chat Initiated - Clicking 'Chat initiated' will open the chat transcript, displaying only the operator's initial chat.

Chat Ended - Clicking on 'Chat ended' will open the chat transcript, displaying the contact's entire chat conversation with your operators.

Email Sent - To view the contact's email, click on the "Mail Sent" and the mail will be displayed in a separate column.

Note Added - Clicking on "Notes" will display the added notes in a separate column.

    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 CRM Training
      Redefine the way you work
      with Zoho Workplace

        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 CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now

            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide

                        Still can't find what you're looking for?

                        Write to us:



                          Zoho Marketing Automation

                            Zoho Sheet Resources


                                Zoho Forms Resources

                                  Secure your business
                                  communication with Zoho Mail

                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times

                                    Carry your calendar with you
                                    Anytime, anywhere

                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now

                                                Zoho SalesIQ Resources

                                                    Zoho TeamInbox Resources

                                                            Zoho DataPrep Resources

                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW

                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now

                                                                                      • Related Articles

                                                                                      • Enhance and grow your B2B relationship with Company scoring

                                                                                        What is Company scoring? It is the cumulative score obtained by the visitors of the company upon satisfying the defined rule.  Benefits of company scoring You can identify the company that matches all your requirements and engage with them right away ...
                                                                                      • Set Company Profile

                                                                                        Add more details about your company to reflect your company's image accurately. The company profile in SalesIQ acts as an overview for your users and operators.  Changing the company profile picture Navigate to Settings > Company info, click on the ...
                                                                                      • Enrich visitors' company details with Zia profile enrichment

                                                                                        Now Zia can provide information about visitors' company based on their email domain without any third party integrations like Clearbit - Enrichment and Leadberry. With Zia profile enrichment you can get instant access to in-depth data about your ...
                                                                                      • Unbounce

                                                                                        What is Unbounce? Unbounce is essentially a landing page builder. It helps you to build landing pages to collect emails, grow your sales and everything else. Live Chat and Visitor Tracking Software for Unbounce Unlock the unbeatable power of ...
                                                                                      • Chat Routing

                                                                                        What is Chat Routing? The chat routing option available in the Automate module helps you prioritize and route visitor chats to the operators based on certain conditions and criteria. You can set different rules to filter the chats requests and route ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace



                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.

                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.

                                                                                          Zoho Show Resources