Zoho CRMでDeskの問い合わせを管理したいが可能なのか？
Zoho ONEを契約しております。
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CRMとDeskの連携画面で既に取引先、連絡先等の情報は同期済みです。
一方でCRMの問い合わせ欄ではDeskの問い合わせ履歴は確認できないため、現状CRMの利用頻度はほぼゼロに近い状態でむしろDeskの方が問い合わせ履歴を確認できるため重宝しております。
下記を見るとどうもDeskの問い合わせを手動でCRMに問い合わせが来る度に追加しなくとも大丈夫な印象を受けましたが、Zohoでは現状各サービスの連携はどこまで実装されているのでしょうか？
CRMで問い合わせの具体的なやり取りは確認できないとしても、連絡先に紐付けられた問い合わせの件名だけでも同期ができればDeskとの画面を行き来しなくて済みます。
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