Sign in and confirm the workspace
Continue with Zoho. An active subscription, enabled CRM user, and appropriate CRM access are required.
Install and enable alerts
Open the avatar in the inbox header for installation instructions and notification settings. On supported Android browsers, use the install option. On iPhone or iPad, add Messenger to the Home Screen before enabling Web Push. Notification permission is optional.
Messaging and calling
Start from the inbox: create a conversation, search Contacts, Accounts, Vendors or Leads by name, email or phone, and choose a labelled phone number. Send texts, use templates, schedule follow-ups or start calls from the thread. Human browser calls are outgoing only and require microphone permission, connectivity, and the app to remain open.