How to nurture leads, manage contacts and grow your B2B business with SalesIQ?

How to nurture leads, manage contacts and grow your B2B business with SalesIQ?

Zoho SalesIQ is one of the most powerful support tools in the industry and is preferred by millions of customers. SalesIQ is used to acquire leads across various sectors and automate your workflows. The all-new SalesIQ brings more power to your business with many new features, redesigned user interface, and performance improvements. We saw how operators could provide best-in-class support with our new Operator Chat Window in the previous post. In this post, we will see how you can store and nurture prospects in SalesIQ.

How to nurture leads in SalesIQ?

SalesIQ is a great app to identify and engage leads at ease with features like Live view rules, Lead Scoring, Triggers, Visitor and Chat routing, Bots, and much more. Now, to store and nurture leads, SalesIQ has introduced an updated version of the Visitor history module. With the new Visitors module, SalesIQ becomes a complete package that can capture, store and nurture leads, contacts and boost B2B sales without any external apps.

 

The new Visitors module consists of,

 

  • All Visitors - This section contains all the visitors who have visited your website.
  • Leads - This section contains The visitors who have visited your website and left without providing any contact info such as Email, Address, etc.
  • Contacts - This section contains All the visitors who have visited your website and provided their contact info.
  • Company - Organizations and employees of the organization or firm who have visited your website will be listed here. 

 

With the introduction of the Company section inside the Visitor module, you can now improve your B2B relationships right from SalesIQ!

 


Understanding the Visitor module  

The Visitor module has an outline that is followed across the module. Understanding the functions of the page will let you use the module seamlessly, irrespective of the sections. 

 

 

The structure mentioned in the above image is followed across the module to make it more user-friendly and easily adaptable. Now, let us see each section in detail. 

Identify prospects at a glance.

The essential info tab provides the vital information of the leads/contacts/companies such as Name, Location, Lead score, Ratings, and follow-up actions. You can use this tab to get more info about the visitor at a glance and skim through the list without wasting time searching for the details in the Info tab view. 

 


 How to perform instant follow-up?

You can perform instant follow-up with contacts by clicking on the desired follow-up button on the top right corner of the Contacts screen. There are three possible follow-up actions. 

  1. Email - Provide follow-up by sending an email right from the Contact's page. Use Email templates to provide instant follow-up. 
  2. Call - Integrate Telephony to ring up and connect with your contacts via traditional voice calls.
  3. Push Notification - Send custom messages and offers to targeted app users via Push notifications. Note: Only available for mobile app users. 



 

View only your prospects and eliminate junk leads from the list view

Every module consists of a list view selector that allows you to easily switch between the different sets of pre-defined lists to view the desired visitors/contacts/companies.

 

 

The list views can be further customized by adding your custom list and sorting the list with various criteria to get the specific visitors/contacts/companies to the top. 

How to get more details of the specific visitor?

The tab switcher allows you to swiftly access different details of the Visitor/contact/company within the same page. Each tab consists of more information that can help you know more about the visitor/contact/company to analyze and reach out to them. 

 

There are five possible tab views.

 

  1. Visitor/Contact/Company info - This tab contains all the selected Visitor/Contact/Company information that can be used to provide contextual support. 
  2. Conversations - This tab consists of all the conversations of the visitor/contact. You can click on the desired conversation from the list to get more details. 
  3. Call history - This tab consists of all the audio calls made by the visitor/contact. You can listen to the conversation (if recorded) to provide better support.
  4. Activities - This tab provides a detailed website footprint of the visitor. 
  5. Contacts (Only for Company section) - This tab lists all the employees of the company who have visited your website.

 


We hope you have a basic understanding of the structure and how the new Visitor module works. Please check out our detailed help guides for more information. 

 

Help guides:

  1. Leads
  2. Contacts
  3. Companies

 

Enjoy using SalesIQ 2.0 and provide the best support to your customers!


Stay tuned for more updates!

 

Regards,

Naveen


    • Recent Topics

    • Error due to - 'Internal Exception' when uploading Sign-generated PDF file to workdrive via Deluge in Zoho CRM

      Hi I wasnt getting this error a few days ago and my code had not changed, so I'm wondering if there's a Zoho bug somewhere? I am downloading a PDF file from a Zoho Sign url using invokeurl and then uploading it to a Workdrive folder using zoho.workdrive.uploadFile.

    • Embed CRM record images in email templates

      I have email templates that I want to embed dynamic images in their body - not as an attachment. For the context, the image is a QR code individual to each contact. So there are couple of challenges for which I think there is no solution in CRM: 1/ I

    • Assign multiple departments to multiple helpcenters

      Hi there! I have a reseller company for a software and I'm using Zoho Desk as my helpcenter and ticket management system. The software is great and I would like to make a suggestion! With multi-branding activated, your departments that visible in help

    • Zoho Desk Training

      Hello, We've had Zoho desk for a while now, but we run into issues occasionally, and I was wondering if there was a customer who currently uses it and really enjoys the functionality, that would be wiling to chat with us?

    • Advanced Customization of the Help Center using JavaScript

      Hello everyone, The Help Center in Zoho Desk can be customized by using HTML and CSS to provide structure and enhance the page's appearance—but what if you want to add interactive and dynamic elements? You can add these effects with JavaScript, a programming

    • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

      Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful

    • Edit default "We are here to help you" text in chat SalesIQ widget

      Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

    • PO Based Advance payment to Vendor

      We recommend to introduce a provision at PO to make advance payment to vendors and auto apply that advance paid later at the time of Vendor Bill submission for that PO. This will help us track PO-wise Total Payments.

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Getting Project Template List using the REST API

      I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

    • How to get Quickbooks Desktop Info into Zoho?

      Our team has used Quickbooks desktop for years and is looking at switching to Zoho books in 2026. I want to bring all old sales history over since we use Zoho CRM. I can export Item sales history and generic sales orders from Quickbooks desktop. How do

    • ZeptoMail API Request

      We tried to send mail using ZeptoMail using Django. Following is my payload {'from': {'address': 'abc@abc.com'}, 'to': [{'email_address': {'address': 'xyz@xyz.in', 'name': 'Bhavik'}}], 'subject': 'Report Name', 'htmlbody': '<p>Test</p>'} Following is

    • Zoho Inventory - Allow Update of Marketplace Generated Sales Orders via API

      Hi Inventory Team, I was recently asked by a client to create an automation which updated a Zoho Inventory Sales Order if a Shopify Order was updated. I have created the script but I found that the request is blocked as the Sales Order was generated by

    • Admin asked me for Backend Details when I wanted to verify my ZeptoMail Account

      Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?

    • Mass import of documents into Zoho Writer

      I'm using Google's word processor at the moment but feel that Zoho does a better job (on the online apps market). Iwant to move my documents (about 50-70) to Zoho but it seems to me that I have to import them seperately. Is it already possible to upload several documents at a time or is this a forthcoming feature? Cheers Rolli :?:

    • When will it be possible to edit Subform records via either views or tabular reports?

      Hey there, data maintenance often requires mass update of quite a lot of records. While this is a piece of cake via either List view or Zoho sheet view, the same cannot be carried out for subform records yet. When one of the two options will be made available?

    • Add System Pre-Defined Lookup Field to Subform?

      Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

    • Duplicating and referencing datasets

      I am moving from PowerBI to Zoho Analytics and while I find Zoho easier to use in many ways, there is one function that I use in PowerBI that I have not been able to find in Zoho.   I have several data sets that I need to modify in different ways to get

    • How we cut CRM updates from ~20 minutes down to 2, our real workflow

      Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting

    • Add home page or dashboard in CRM customer portal

      is it possible to add home page or dashboard in CRM customer portal?

    • User Tips: How to change the the label display name of a system defined field

      Most users know how to change field label names via Settings > Modules & Fields but if you want to change the name of a system defined field you can’t as there is no “edit properties” option.  However with a simple hack you can edit any system defined

    • Search not working!

      I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?

    • Zoho CRM Community Digest - October 2025 | Part 1

      Hello Everyone! Here's a quick recap of first two weeks of October! Product Updates: Zoho CRM Android App Update: Surveys, Blueprints, and Smarter Mobile Features! Zoho CRM’s Android app just got a useful upgrade. You can now share records, upload your

    • Automate onboarding emails with CRM Workflow and Accounts module

      We’re a B2B SaaS company selling to public-sector organisations. Each organisation is stored as an Account in Zoho CRM, and each organisation typically has multiple associated Contacts. Our backend syncs product-usage data (setup status, user activity,

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Important update: Enhanced security measures for account operations in Zoho Cliq

      Greetings from the Zoho Cliq team! We’d like to share an important security update that has an influence on some admin actions such as password reset, MFA reset, and MFA backup code generation. What’s changing? With our latest security enhancements, these

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • No Functional Autosave or Manual Save Button

      Application : Zoho Notebook So I wanted to try Zoho Notebook(On Ubuntu) as an application, I installed the application and went solving my LeetCode problems visually(Drawing mode), at one point the app just stopped saving anything... Every time I tried

    • Enterprise subscription support

      My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscription

    • Issue with Creator's IF logic

      Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

    • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

      Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot

    • zoho creator view is not present in the workspace and blank reports

      Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots

    • Customize portal email template

      Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}

    • Can't we let users decide which options they'd like to add at embed widget?

      It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability

    • Reupload and rename from one field to another field (file upload)

      Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

    • Printing Multi-Page Reports (PDF Export)

      Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience

    • Resume Harvester: New Enhancements for Faster Sourcing

      We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED

    • Error: View is not present in the workspace

      When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.

    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about

    • Next Page