4 Things You Should Do Once You Get Started with Cliq

4 Things You Should Do Once You Get Started with Cliq

Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next?
Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:
 
1. Invite your colleagues
 
Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?
 
To invite your colleagues to Cliq, head on over to the Admin Panel which can be found by clicking on your profile picture on your Cliq screen. Select "Users" and it will open a window containing the list of users in your organization. On the top right corner of the screen, click on the "Add User" tab. Type in the user details and hit on "Add User". The invite will be sent to them via email which they may choose to accept to join your organization on Cliq. 
For more information:  How do I add my employees on Cliq?




2. Organize the teams
 
Once you've invited your colleagues, it's time to group them according to their departments and the projects they're working on.  
Bear in mind that Cliq is pretty much like your virtual office space so now that you've set up your company and added your employees there, you can segregate them into their teams so that they can start working!
 
For example, if your office has a 'Sales' Team, you can create the same on Cliq and add all the members of the Sales Team to it. 
 
How do you do that? Go to 'Admin Panel' which can be found by clicking on your profile picture on your Cliq screen.  Click on 'Teams' and add as per your requirements. 
Learn more:  How to Create Teams on Cliq?  




3. Start Conversing
 
Alrighty, we're almost there!  
 
Now, say there's a new deal that the Sales Team has to work on. They'd need a space to work on-- from ideating how to proceed, discussing about their requirements with the product team to closing the deal. Now imagine that space on a virtual platform for the members involved to be able to discuss and brainstorm to no end even after office hours?
  
That's Channels on Cliq for you!
 
Create channels for any topic or event, add in people from your organisation and get your work flowing
To create a channel, click on the '+' icon near the search bar on the top of your Cliq screen and select "Create a Channel". A dialog box will open where you may enter the channel details such as name, type of channel, description, etc. Add in the channel participants and you're good to go!
 
There are four types of channels namely, Organization, Team, External and Personal. 




4. Stay notified on the move
 
Okay, you've now set up everything and your employees have the virtual workspace ready to get on their work. But wait, there is one more thing to do to get the power of instant communication. Do you want your employees to stay connected only when they use the desktop? Wouldn't it be great for them to have the communication going all the time even when they are away from their desks?
 
Not to worry because Cliq is now available on your smartphones and smartwatches on the go with the Cliq app that can be downloaded on both Android and iOS devices. Head on over to Playstore/ App Store and take your work with you to stay notified on the go! 
 
iOS

So there you have it, the quintessential checklist to set up Cliq for your business! We'd love to know if there was anything else apart from the mentioned list items that helped you with your business collaboration. Do write to us in the comments below!
 
Cheers,
Divya V 
Zoho Cliq






      • Sticky Posts

      • New in Zoho Chat : Search for contacts, files, links & conversations with the all new powerful 'Smart Search' bar.

        With the newly revamped 'Smart Search' bar in Zoho Chat, we have made your search for contacts, chats, files and links super quick and easy using Search Quantifiers.   Search for a contact or specific conversations using quantifiers, such as, from: @user_name - to find chats or channel conversations received from a specific user. to: @user_name - to find chats or channel conversations sent to a specific user. in: #channel_name - to find a particular instance in a channel. in: #chat_name - to find

      • New in Zoho Chat: Threaded conversation at its finest best

        Perform effective team communication in Zoho Chat with our new 'Reply' option.   Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads.   To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter.   Voila, that was pretty simple. 

      • Changes in Cliq iOS app notification due to iOS 13 and Xcode 11

        Hello everyone! With the iOS 13 update, Apple has updated its policy on usage of VoIP push notifications. Over the past few months, we tried our best to provide a similar experience with the updated policy.  Changes in iOS 13:  With iOS 13, Apple mandates all VoIP push notifications to be reported to the CallKit framework as a new call. If a VoIP push notification is not reported to the CallKit within a designated time window, iOS will terminate the app. If enough VoIP push notifications are not

      • What's new in Zoho Cliq - June 2020 updates

        Hello again, everyone! I'm back to share with you the recent feature improvements and updates that we've pulled together for enhancing your experience in Cliq. Here's what's new this June for you all in Cliq's web and iOS app! New on Cliq Web: Drag and drop files to a chat in your left side panel   Now you can drag and drop attachments from your open conversation window to a specific chat or channel in the left side menu without opening it. Swift up actions and collaborate efficiently with Cliq's

      • 4 Things You Should Do Once You Get Started with Cliq

        Hey there, new user!  You've successfully logged in and set up your organization and you're all set to start working. What's next? Buckle up because here are 4 essential things you need to do first in order to get the most out of your Cliq experience:   1. Invite your colleagues   Now that you've set up your Cliq for business, you need to bring in all your employees, of course, because how else can you collaborate with them?   To invite your colleagues to Cliq, head on over to the Admin Panel which

        • Recent Topics

        • Form Accessibility

          Hi, is there an update on the accessibility standard of Zoho forms? Are the forms WCAG 2.1 AA compliant? 

        • Cannot schedule report delivery

          The only 'send option' available when exporting reports is 'immediately' The option to schedule the report is missing.

        • adding attachment in sendmail script where attachment is in a CRM field

          Hi all, I have a custom field of type 'File Upload' in one of my modules in my CRM. I want to include the file in that field as an attachment to an email - which is done from a button on  the 'Results' module. I have created a script and a button to initiate an email from that module. The Deluge scripting window has allowed me to add arguments for all the fields I need to use except for the one file upload type field. My script currently looks like the below (content of the email omitted). As you

        • [Free Webinar] Learning Table Series - AI-Enhanced Insurance Claim Management in Zoho Creator

          Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. Struggling with lengthy claim processes, a lack of visibility into

        • Not sure how to use credits to my account

          Hi I have a $50 credit to my account. I'm just wondering how I can apply that to either a current invoice or to try a new service. Any advice would be great, thanks. Kind Regards Chris

        • Control who sees Timeline and Interactions in Zoho CRM through Profiles

          The feature has been enabled for all DCs (except US, EU, and IN DCs). We will be rolling it out to the other DCs in the upcoming days. Dear All, In a CRM, not all users would require access to the history of a record. For instance, a Marketing Operations

        • Zoho Desk Integration - Add the option to send the estimate from the Zoho Desk Ticket Integration

          Hi, Currently in the Zoho Desk integration, the user is able to create an estimate from a ticket, once the estimate is created the user can see the estimate under the ticket (see screenshot below), but is not able to send that estimate from Zoho Desk.

        • Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

          Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

        • Issue showing too many consultations in my workspace link.

          Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

        • CRM Validation Rules Support Only Single Condition

          Simply put, CRM validation rules support only a single condition for each field on "All Records". You also cannot specify additional validation rules on the same field because it has already been used in an existing validation rule. The ONLY solution

        • Unapproved Leaves are hard to distinguish in Attendance View

          This is a an unapproved leave request It appears in the Attendance view without any visual indicator if its approved or not For a whole day request this might be manageable but for hourly requests it gets very hard to know which are approved, which are

        • Performance Appraisal Probation Period

          Hello All,  Is there any possible way to create an appraisal cycle for new staff members, at the end of probation period? Many thanks!

        • Zoho Creatorの一括操作における処理の同期/非同期について

          現在、Creatorのレポート機能を利用して、複数のレコードに対して一括で処理を実行しようとしていますが、処理の実行順序について確認したいことがあります。 レポート内の複数レコードに一括で処理を実行した際、処理は同期的に行われるのでしょうか？それとも非同期的に行われるのでしょうか？ 【同期処理の場合】 レコード①に対する処理が開始され、終了後にレコード②に対する処理が開始され、最後にレコード③に対する処理が実行されるように、処理が順番に行われる場合。 【非同期処理の場合】 レコード①、レコード②、レコード③の処理が一斉に開始され、それぞれ並行して処理が行われ、全処理が終了する場合。

        • Mail Delivery Failed

          Good morning,   I have just set up an account with 5 users, however each time a message is sent to 1 user a m'mail delivery failed' message is generated. See below.   Any ideas   Thanks   Rob   This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed: robb@thesmartgroup.ae mailbox is full: retry timeout exceeded ------ This is a copy of the message,

        • Delete commerce website

          I need to delete a commerce website, but the only option is to click on settings, REQUEST DELETE, choose an urgency notice, add a message....AND THEN nothing, no way to send the request. Why is nothing simple!?!?!  I just want to delete the store.  The

        • Adding external users to Zoho Social under Zoho ONE licence - how to best achieve this

          My client has a small business, and we are looking to implementing Zoho ONE with a single flexible user licence as that is all they really need and offers the best pricing for the range of modules we eventually wish to set them up with, one of which will

        • Has anyone built a custom AI support agent inside Zoho (SalesIQ/Zobot)?

          Hi all, I’ve been experimenting with building my own AI support assistant and wanted to see if anyone here has tackled something similar within Zoho. Right now, I’ve set up a Retrieval-Augmented Generation (RAG) pipeline outside of Zoho using FAISS. It

        • This mobile number has been marked spam. Please contact support.

          Problem Description: One of our sales agents in our organization is unable to sign in to Zoho Mail. When attempting to log in, the following message appears: This mobile number has been marked as spam. Please contact support at as@zohocorp.com @zohocorp

        • What’s New in Zoho Inventory | April 2025

          Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

        • When Zoho Tables Beta will be open to EU data center

          Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!

        • Pass current date to a field using Zoho Flow

          I am trying to generate an invoice automatically once somebody submits a record in Zoho CRM. I get an error in the invoice date. I have entered {{zoho.currentdate}} in the Date field. When I test the flow, I get "Zoho Books says "Invalid value passed

        • API: Mark Sales Order as Open + Custom Status

          Hi, it's possible to create Custom Status (sub-status actually) states for the Sales Order. So you have Open, Void. Then under Open you can have Open, and create one called Order Paid, Order Shipped, etc etc...which is grouped under Open. I can use the

        • Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)

          We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes

        • Zoho Quartz Screen Recording

          Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

        • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

        • Tip 26: How to hide the "Submit" button from a form

          Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

        • filter broke my data

          I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

        • Email address for forwarding is not saving and there's no confirmation ema

          Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

        • How do I move Notes around within a Group?

          It says here: " You can now sort notes by title (alphabetically), or by date modified and date created. You can even organize your notes by dragging and dropping them into a particular order. To sort your notes, simply go to Settings and tap “Sort By.” Please note: all sort settings will be saved and synced across devices, except for custom sorting. Custom sorting will be device specific."However, I am unable to 'custom sort' in either Notebook for Mac or on the Web. In addition, I can't find the

        • javax.mail.authenticationfailedexception 535 authentication failed

          Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

        • Pocket from Mozilla is closing shop. Don’t lose your favorites . Move them to Zoho Mail Bookmarks now! 📥🔖

          The end of Pocket shouldn't mean the end of your important links and content. Easily import them into Zoho Mail's Bookmarks and continue right where you left off. You can bring over your entire Saves, Collections, and tags just the way they are. Bookmarks

        • Zoho Sign: need to leave document pending for up to a year, or maybe there's a better way?

          I have zoho one, maybe there's a better way to do this with another service than sending a zoho sign template from zoho crm. At the end of the day this requirement is due to regulations, no matter how dumb it may seem. I'm just looking for a way of getting

        • 'Add Tax To Amount' not reflected in Invoice

          Hi Zoho Support, I'm experiencing an issue with tax calculation display in my invoice template. Despite having "Add tax to amount" box checked in the template settings, the Amount column is not showing the tax-inclusive total for line items. Current behaviour:

        • To Do: shareable task links without login

          Hi! I’m using Zoho Mail and ToDo in my daily work, and I’ve run into one limitation that’s a real blocker for me. Right now, to share tasks with managers or directors, they need to have a Zoho account and be added to a group. In practice, many of them

        • Separate Items & Services

          Hi, please separate items and services into different categories. Thank you

        • Unable to edit or delete email address

          I signed up for free Zoho today. I usually am pretty good at understanding and configuring things like this, but your interface baffles me, and your online help is cryptic to say the least. I have spent hours just trying to set up a couple of email accounts in Zoho before pointing my domain MX records to Zoho. I solved some other issues on my own, but I can't figure out this latest problem: I have created two email addresses in Zoho. Let's call the first one myname@mydomain.com and the second one

        • Mastering Zia Match Scores | Let's Talk Recruit

          Feeling overwhelmed by hundreds of resumes for every job? You’re not alone! Welcome back to Let’s Talk Recruit, where we break down Zoho Recruit’s features and hiring best practices into simple, actionable insights for recruiters. Imagine having an assistant

        • We are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

          I cannot sign up and return the error of we are unable to process your request now. Please try again after sometime or contact support@zohoaccounts.com

        • Multi-currency - What's cooking ?

          Hi,       We have been doing this feature for sometime and we would like to give you some glimpses of it.  Working with Multi Currency :        Multicurrency support gives you the ability to handle business transactions in multiple currencies. You can define a base currency for your organization and add more currencies with exchange rates based on the base currency.  Setup :        From the setup page, you can manage all the currencies supported by your organization.       Currencies page        

        • Integrating Chatbot with Zoho Creator Application

          Is it possible to integrate a chatbot with a Zoho Creator application?

        • Next Page