Popular Articles
Case Manager Guide: Assigning a Deal to a Partner via Portal Viewer
Goal Assign a deal to a partner (e.g. TravelForMed) so that the partner can see the deal in the Supplier Portal and respond by adding notes and uploading documents. Important: The partner can view deal information, but cannot edit deal fields. They ...
From Instagram Chat to Deal in Zoho CRM (Doctors/Clinics)
Goal A business developer is chatting with a doctor on Instagram (via Zoho SalesIQ) and needs to: Capture the doctor as a Contact Create a Deal in Zoho CRM directly from Zoho SalesIQ 1. Important: Instagram vs. SalesIQ ⚠️ Attention Use Instagram only ...
How to Contact Saleem Support (Email, Chat, Help Center)
If you need help, you can reach the Saleem Support Team in three ways. Choose the option that’s easiest for you. 1) Contact us by Email Send an email to: support@tellsaleem.com Use email if you want to share detailed information or attachments ...
How the Saleem Care Process Works (From Request → Plan → Booking)
The easiest way to get the fastest support and a smoother experience is to sign up first on Saleem: https://tellsaleem.com/register This helps us link your request to your profile and assign the right case manager quickly. Overview: The Step-by-Step ...
Getting Started on Saleem (Signup → Verification → Profile)
Welcome to Saleem. This guide explains how to create your doctor account, complete verification, and set up your profile so you can start receiving patient requests. 1) Create Your Doctor Account Start by signing up on Saleem and selecting Doctor as ...