Signals | Online Help - Zoho CRM

Signals - An Overview

Gone are the days when customers communicated with your brand through relationship managers only. Now customers have multiple channels by which they communicate with your company. From visiting your website to filling up surveys, from raising support tickets to posting on Twitter and Facebook, customers get in touch with several people from various departments in your organization. As a relationship manager, it is very hard for you to stay on top of all these channels. Signals in Zoho CRM keeps you informed real-time about your customers' interaction with your brand across multiple channels.


The Signals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. Signals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly.

For example, consider that you have a lead with whom you have scheduled a demo next week. The lead is visiting your website to know more about your products. With Signals, you will receive notification as soon as the lead visits your company's website. You can identify the web pages accessed by your lead, the time spent, and the information your lead is interested in. These details will help you prepare for a demo for the prospect.

  

Availability
Permission Required
All the users will be able to view notifications and modify the SalesSignal Settings. Users with Integration with Microsoft Outlook permission in their profile can use this feature.
The following table lists the types of Signals displayed and when they will be displayed.

Signals for

Displayed when

Incoming Email

Mails are received from leads, contacts, or potential customers.

Email Insights

A lead, contact, or potential customer opens an email sent from CRM, clicks a link in the email, or when the email has bounced.

The status of the email can be "Opened", "Clicked", or "Bounced".

Call

Missed calls are received from leads, contacts, or potential customers.

Survey

Survey responses are received from leads, contacts, or potential customers.

Campaign

A lead, contact, or potential customer opens an email sent from an email campaign, clicks a link in the email, or when the email has bounced.

The email status can be "Opened", "Clicked", "Hard Bounced", or "Soft Bounced"

SalesIQ

You receive missed chats from leads, contacts, or potential customers.

Desk

New support tickets, comments, or responses are received from leads, contacts, potential customers, or customers.

You will also receive Signals notifications for support tickets that are overdue or escalated or when a new rating is provided by a customer for a support personnel.

Note: You can filter the Signals notifications for new tickets, comments, and responses based on leads, contacts, or potential customers.

Backstage

You will receive notification when tickets are purchased and when the attendee checks in to the event or if the ticket is cancelled.

Webinar

You will receive notification when registrations are made.

The Signals notifications are displayed when you click the  Notifications  icon ( ) on the top-right corner of the Zoho CRM home  page. You can identify the Signal type based on the icon displayed below the lead or contact's name and view them. You can receive and view Signals notifications only if they are configured in Zoho CRM.



    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









                                            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

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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

                                                                                                              • View Signals

                                                                                                                Each notification will give you enough details to take a quick glance at what is important to get going. You can always click on the notification to get more details related to records. Signals for emails For unread emails, you will be able to view ...
                                                                                                              • Enable Signals

                                                                                                                Signals are the notifications that you receive in your Zoho CRM account about your customers' interactions with you across various channels of communication. The multiple communication channels for which Signals can be activated in Zoho CRM are the ...
                                                                                                              • Channels: an Overview

                                                                                                                While customer relationship management is an important aspect of running a business, it can often become overwhelming due to the extensive amount of work involved. You must always ensure you are keeping in touch with your customers through email and ...
                                                                                                              • Email Parser — Overview

                                                                                                                Email Parser — An Overview One of the most important and foremost steps in the sales process in any business is lead generation, as the quality of leads generated ultimately determines business growth and revenue. It is also one of the most tedious ...
                                                                                                              • Path Finder - An Overview

                                                                                                                As technology advances, customers are expecting personalized attention and on-demand solutions for their problems—in other words, a great customer experience. However, your business infrastructure being a complex maze, how do you formulate relevant ...
                                                                                                                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