Zoho CRM

Zoho CRM

With the Assist-CRM integration, you can now initiate a remote support or screen sharing session right from Zoho CRM.


 

How to start a session from CRM?

 

      1. Go to Zoho CRM.

      2. Log in to CRM using your credentials.


      3. To start a session for any lead or contact, navigate to the Leads or Contacts module.




      4. Select a lead or contact, then click the Remote Assist option in the top-right corner.



      5. Choose the Access Remote Screen or Share My Screen option in the proceeding window.

      6. Click the Start Now button to initiate a session instantly. 




      7. To schedule a session, select the Schedule option and specify the necessary information.



      8. You can also create a session by navigating to the Remote Assist tab. Select the Create Remote Assist option in the top-right                     corner, then key in the necessary details.



      9. To add a contact or lead after a session is scheduled, go to the Contact or Lead module. Choose a contact or lead of your choice.

      10. Click the Assign option under the Remote Assist section to add that contact or lead successfully.


      11. You can also select the New option in the Remote Assist section, then fill in the required details to create a session for any lead or contact when required.

Note: All Session-related details will be available under the Remote Assist tab.