LOGO_WOZTELL_demo

ZOHO CRM DEMO

INSTALL GUIDE .COM and .EU ZOHO servers

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INITIAL REQUIREMENTS

You have to use one of this ZOHO CRM plans

                • ZOHO CRM Enterprise edition
                • CRM included in ZOHO ONE
                • CRM included in ZOHO CRM Plus
                • ZOHO CRM Enterprise Trial Version
                • ZOHO CRM and ZOHO CLIQ Superadmin has to be the same

You have to use one of this ZOHO CLIQ plans

                • ZOHO CLIQ Enterprise
                • CLIQ included in ZOHO ONE
                • CLIQ included in ZOHO WORKPLACE
                • Google Chrome Browser: last version or similar
                • Free ZOHO CLIQ for your smartphone or tablet
          1. Log In to your ZOHO CRM account with your superadmin Access
          2. Make a click:

•This link if you use ZOHO.COM servers

•This link if you use ZOHO.EU servers

•This link if you use ZOHO.IN servers

•This link if you use ZOHO.COM.AU servers

Next step > Next step >

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START INSTALLATION
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You should agree with Terms of Service, Authorize WOZTELL Free Demo and press “Continue”

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CHOOSE USERS/PROFILES
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Choose who will use the WOZTELL Demo and press “Continue”

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AUTHORIZE THE INTEGRATION
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To continue installation of Wozztell Demo press Authorize

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POPUP WINDOW

Press “Accept” on the Popup window

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AUTHORIZE THE INTEGRATION
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Press “Finish”

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AUTHORIZE THE INTEGRATION
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Fill in the fields with the correct phone number and length depending on the country

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GO TO YOUR MAIL INBOX
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You will get an email  from ZOHO. To confirm that you are the owner of the number click on the button Activate.

In case if you cannot find the email, please, check the folders Spam and Notifications.

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LET ZOHO SHOW WHATSAPPS AND MORE
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Press “Accept”

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VERIFY YOUR WHATSAPP NUMBER
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Sending your code you will verify your WhatsApp number and avoid the SPAM

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Use your WhatsApp mobile and get a feedback message

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FINISH YOUR NUMBER VERIFICATION
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Press “NEXT STEP”

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INSTALL CLIQ EXTENSION
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If you install it for the 1st time press “Install”, if you update press “Update”

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FINISH THE PROCESS
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You got it! Press “Take me to Cliq” and start to send whatsapps!

Next step > Next step >

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SCOPE OF THE DEMO
          1. All your ZOHO CLIQ users  will send and receive whatsapp messages from your verified whatsapp number
          2. You will send and receive text, images, videos, and other file messages
          3. Woztell has created a Demo Contact named “John Woztell“ in your CRM
          4. You will be able to see all your messages:
            • In your ZOHO CLIQ in CHANNEL “John Woztell“
            • In your CRM in a related view inside the Contact record of “John Woztell“
            • Using the Search box in your CRM, CLIQ, Mail, or other ZOHO tools
Next step > Next step >

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START SENDING WHATSAPP

All your ZOHO CLIQ users  will send and receive whatsapp messages from your verified whatsapp number

Now to start chatting go to your CRM:

  • Open the Contact “John Woztell“ and press the button “Send WhatsApp”, or go to CLIQ and look for this channel on the left side.
  • To send a WhatsApp in your CLIQ typer command “/w” and after space put your message
  • To get more help about how to use WOZTELL use the command “/w –help”