Auto-Schedule Targeted Visitor Reports in Zoho SalesIQ

Описание: Are you looking for a way to keep your sales teams informed without giving everyone dashboard access or buying extra operator licenses?
In this video, learn how to automatically schedule targeted visitor reports in Zoho SalesIQ. Share lead data with the right teams, sales, marketing, or support based on location, campaign, or custom criteria, all without them logging into SalesIQ.

What you’ll learn:
How to create custom visitor lists?
How to schedule reports for your teams?
Tips to optimize license usage and improve team efficiency.

Perfect for businesses that want more intelligent sales workflows without clutter or complexity. Boost productivity. Reduce access overhead. Make SalesIQ work harder for your teams.

Visit our help guide to know more - https://help.zoho.com/portal/en/kb/sa...

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