Viewing Zoho CRM Information inside Tickets
The Zoho CRM integration provides you with more context into the customer information while staying inside Zoho Desk. Agents can view the CRM information of a Contact or an Account alongside their ticket in Zoho Desk. For example, they can identify the subscription type of a contact, view the open opportunities of an account or read the notes left by the contact owners.
To view Zoho CRM information on a ticket
- In the Tickets module, open the desired ticket.
- On the Ticket Details page, click the CRM icon (
) alongside the customer information on the left pane.
- Click the Account Name (where existing) within the ticket, to view its information in Zoho CRM.
- Click the Ticket Properties icon (
) to get back to the ticket properties.
You can also click the View in CRM icon () to directly view the information in your organization's Zoho CRM account.