How can I start a chat with a Contact?

How can I start a chat with a Contact?

To start a chat with a contact:
  • Click on Contacts in the left sidebar. A list of your contacts will appear.
  • Select the user you want to chat with or hover over the username and select the direct message icon in the pop-up.

  • If the user contacts you want to chat with do not appear in the list, click Show all to view all your Contacts.

  • A Contacts dialog will appear where you can search and select for a Contact based on their username or email ID.

  • A chat window for the above scenarios is displayed. Click the text-box at the bottom and Enter your message. 



      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          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


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              TypeformWCAG

                                All-in-one knowledge management and training platform for your employees and customers.

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now




                                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                Manage your brands on social media


                                                                  • Desk Community Learning Series


                                                                  • Digest


                                                                  • Functions


                                                                  • Meetups


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner


                                                                  • Word of the Day


                                                                  • Ask the Experts


                                                                    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 TeamInbox 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

                                                                                                                            • How can I start a chat in Cliq?

                                                                                                                              You can start a chat with users in your organization and external Cliq users. Start a chat with: Users in the chat list Click Chats in the left side bar. A list of recent conversations with users will appear. Click on a username. Users in a Channel ...
                                                                                                                            • How to chat with External Users?

                                                                                                                              External users are those who do not belong to your Cliq organization, say vendors, clients, distributors, etc... Communication with external users is established through 1-1 chats, group chats and external channels. This page covers in detail on 1-1 ...
                                                                                                                            • The Chat Window

                                                                                                                              Users can interact with other Cliq users in real-time using the Chat Window. It includes a variety of actions that can be used to make communication more effective and engaging. Let's look into each option: Info- In the chat header of the window you ...
                                                                                                                            • How to start a call with a user in Cliq?

                                                                                                                              There are various ways to start a call with a user in Cliq: In the user's chat window: Click on the call icon in the chat header. You can choose to start an Audio Call, a Video Call or Screen Share. Quick Actions (+) icon: Click on the + icon next to ...
                                                                                                                            • Role-based chat restriction for direct messaging

                                                                                                                              Role-based chat restriction provides admin the privilege to restrict users to perform certain actions. To enable/disable permissions, do the following: Navigate to the Admin Panel, under Permissions, select Roles. Hover over the role you want to add ...
                                                                                                                              Wherever you are is as good as
                                                                                                                              your workplace

                                                                                                                                Resources

                                                                                                                                Videos

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



                                                                                                                                eBooks

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



                                                                                                                                Webinars

                                                                                                                                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