What benefit does Email Genie offer when you receive the email in the Mobile email client?
Email Genie push the important details about the visitor that is available in your SalesIQ along with the email sent by the visitor.
When you receive an email from your visitor, then SalesIQ will attach the important details required for you to reply to the visitor’s email. That is, you can reply the email without opening SalesIQ app or the SalesIQ browser window.
The details you receive about the visitor in email:
- Opportunity Percentage
- SalesIQ - Lead Score
- Last Visit
- Last Contacted by
- Visitor Interested Page
- Visitor Status in Zoho CRM
- Potential in Pipeline
- Recent Support Ticket
- Recent Campaign Sent to the Visitor
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How to configure Email Genie on your mobile device?
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How to enable Email Genie integration?
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How to Configure Email Genie in SalesIQ?
The “Configure Email Genie” tab will appear in the “My Profile” section after the administrator enables the Email Genie in the Integrations tab. Once the administrator allows email Genie integration, the Configure Email Genie tab will be visible to ...
How can an admin disable the Email Genie access to an Operator?
If you wish to remove the Email Genie access of a particular operator, then navigate to the Integrations -> Email Genie -> Connect to Email Genie. And, click on the “Disable” button near each user details in the “Actions” column. The user will be ...