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





      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • 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

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ






                                ご検討中の方

                                  • Recent Topics

                                  • Emails not being received from a particular domain

                                    Cannot receive any emails sent from atco.com Domain is in the spam whitelist so should be no reason for it not to be coming through. Have filed a ticket and besides a generic response of we are looking at it - it seems there is no actual support workers
                                  • Stock Count

                                    The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
                                  • Can you import projects into Zoho Projects yet?

                                    I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
                                  • How to delete attachments form Zoho mail accounts

                                    I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with
                                  • Send Whatsapp message from Whatsapp template with custom variables

                                    Hi, I'm trying to do some basic integration for sending WhatsApp messages from Zoho CRM using Zoho Desk whatsapp templates. When creating new whatsapp template in Zoho Desk we can choose ticket related fields as variables but it's not clear how to use
                                  • Outgoing blocked: Unusual activity detected.

                                    I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses
                                  • Integrating with My Own Application and ZOHO CRM Simultaneously

                                    I have my own WhatsApp bot that uses my WhatsApp business account. I want to use the same phone number to integrate with ZOHO as well. What is the recommended way to do that? Should I integrate my application with ZOHO, forwarding messages whenever the
                                  • How do i move multiple tickets to a different department?

                                    Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?
                                  • Transferring CRM Attachments to Workdrive

                                    relatedrecords = zoho.crm.getRelatedRecords("Attachments","Conditions",conId); attachid = List(); for each ele in relatedrecords { attachementId = ele.get("id"); attachid.add(attachementId); } for each ele in attachid { counter = 1; downloadFile = invokeurl [ url: "https://www.zohoapis.com/crm/v2/Conditions/" + conId + "/Attachments/" + ele type: GET connection : "work_drive" ]; resp2 = zoho.crm.attachFile("Deals",dealId,downloadFile); resp3 = zoho.workdrive.uploadFile(downloadFile, dealWD, "PlaceHolder"+counter+"",
                                  • New Customization options in the module builder: Quick Create and Detail view

                                    Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number
                                  • unblock my zoho mail account. outlines@zoho.com

                                    please unblock my zoho mail account, outlines@zoho.com
                                  • SMTP email sending problem

                                    Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid
                                  • Mailk got blocked / Inquiry About Email Sending Limits and Upgrade Options

                                    Dear Zoho Support Team, My name is Kamr Elsayed I created this account to use for applying for vocational training in Germany. As part of this process, I send multiple emails to different companies. However, after sending only 8 emails today, I received
                                  • Forwarder

                                    Hi, I tried to add a forwarder from which emails are sent to my main zoho account email . However, it asks me for a code that should be received at the forwarder email, which is still not activated to send to my zoho emial account. So how can I get the
                                  • No chat option

                                    Chat option is not supported.
                                  • Direct “Add to Google Calendar” Option in Zoho Meeting

                                    Hello Zoho Meeting Team, Hope you are doing well. We would like to request an enhancement related to the “Add to Calendar” functionality in Zoho Meeting. Currently, when we open Zoho Meeting and view our meetings under My Calendar, there is an Add to
                                  • Default Tagging on API-generated Transactions

                                    If one assigns tags to an Item or Customer, those tags get auto-populated in each line item of an Invoice or Sales Order when one creates those documents. However, if one creates the Sales Order or Invoice via the API (either directly coding or using
                                  • DKIM cannot be enabled for the domain as no verified default selector present

                                    Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.
                                  • unable to send message reason 554 5.1.8 Email outgoing blocked

                                    unable to send message reason 554 5.1.8 Email outgoing blocked
                                  • I can't log in to my account on Thunderbird

                                    I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,
                                  • Should I Use DMARC?

                                    When I configure Zoho Mail's DMARC settings, it's mandatory to fill in the RUA and RUF (Aggregate notification email address*, Forensic notification email address*) addresses. When we enter an email address in these fields, we receive reports from the
                                  • Introducing Profile Summary: Faster Candidate Insights with Zia

                                    We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiring
                                  • Books API Receiving an Error that Doesn't Make Sense when Creating Credit Note - trying to use 'ignore_auto_number_generation' argument

                                    Hello, I'm working on a newly created routine and I'm getting an error that doesn't make sense when trying to create a new Credit Note. Here is my POST request. Endpoint: https://www.zohoapis.com/books/v3/creditnotes?organization_id=########## Body:     {
                                  • How to move emails to Shared Mailbox?

                                    Hello, I created a Shred Mailbox instead of using a distribution group. But I cannot move previous emails to certain shared mailbox. Is it possible move some emails from inbox to shared mailbox?
                                  • Collaboration with free plan user.

                                    Hello. Do both users need to be on Pro plan to collaborate? Or can a Pro user share a note with a free plan user with the ability to edit?
                                  • Zoho Inventory Now Supports VeriFactu for Businesses in Spain

                                    Starting from January 1, 2026, Spain requires real-time invoice reporting for all B2B transactions. From July 2026, this requirement will extend to B2C transactions as well. All reporting must be carried out through the VeriFactu to AEAT (Agencia Estatal
                                  • Connection to other user

                                    Zoho Cliq handles sharing of Custom OAuth Connections that require individual user logins.
                                  • In arattai received message can't be deleted

                                    The issue has been noticed in following: arattai app (Android) arattai app (Window) arattai web While the message posted by me may be deleted, the ones received from others can't be. The item <Delete> change to <Report> when the message is a received
                                  • Analytics Portal

                                    I have the "standard plan" and want to explore the portal option; I activated the 15-day trial but do not see the pricing for the add-on. How can I get the price under "Upgrade add-ons." Thanks Rudy
                                  • Can I filter a Lookup field to only show related records from another Lookup in Zoho CRM?

                                    In our Leads module, we have two Lookup fields: Recruitment Agency – the agency that the lead came from Recruiter – the individual contact from that agency who sent us the lead Both fields link correctly to their respective records in CRM. However, our
                                  • Zoho Books API invoice email bouncing with 'relaying-issues' error

                                    I have waited over 30 days for zoho books uk to assist with the following and i have had no replies or tickets erronously closed. The service has been terrible - very unlike zoho! So i am raising this here hoping that a community member can assist: Hello,
                                  • How do I filter contacts by account parameters?

                                    Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already
                                  • Zoho Writer to Zoho Sign Template Misalignment – Request for Community

                                    We are currently facing a critical issue impacting our live business operations due to a misalignment problem between Zoho Writer templates and Zoho Sign output. Issue Summary: We have an automated workflow in Zoho CRM using Deluge scripts that generates
                                  • Account blocked

                                    Yesterday I got my Zeptomail account blocked due to too many hard bounces. My account is used exclusively for sending transactional emails (eg. your order has been shipped, a form has been filled, etc) and the sudden blocking impacted hundreds of websites
                                  • Migration Tool Download

                                    Since apparently you have to ask for the migration tool to download (why?), I need the download for the migration tool for exchange servers. Please forward link, thanks.
                                  • IF Formula

                                    Hi, I'm having trouble setting up a custom formula in a field. Can you help me with it? The formula should do the following: If the created date is less or equal to 30 days the field should display a string New in pieline or Exisitng pipeline if above
                                  • Autorespond to one specific sender

                                    Is there any way to create a rule or filter that sends an automatic reply to messages from one specific email address?  I really need to set up something like a "vacation response" but only for one "received from" address.
                                  • View comprehensive logs of all actions in Custom Module History

                                    Hello everyone, We are happy to announce our new feature, Detail View in Custom Module History, which enhances visibility, control and accountability over your records. Users can now access a detailed timeline of every action that has been performed on
                                  • Track ZohoForm Conversion using Postmessage event

                                    Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the
                                  • Email task creator when task is updated/marked complete

                                    I am looking for a way to notify the creator of a task in zoho todo when - Task is updated Task is closed Comments entered 1 and 2 are critical, and I cannot find a zoho flow to do this. There is no way that as a manager I will know when someone has completed
                                  • Next Page