I have always had a Zoho CRM username (
mikhail@ourdomain.com). I created an account in Zoho Desk and used one of my Gmail Aliases (
claims@ourdomain.com). I have set-up the sync between zoho desk and zoho CRM. The issue I'm having now is that if I'm logged in to Zoho Desk as claims user, and I'm looking up a users data in the CRM through the link. I go to potentials tab, and it shows me the deal that they have. I click the button (attached screenshot) that allows me to open the potential in a new tab. The problem is that when I try to launch that in a new tab I get a message saying "Welcome! Claims at ......
You're one step away from getting started with Zoho CRM" and does not actually show me the deal.
Is there a way that I can let Zoho CRM and Zoho Desk know that
claims@ourdomain.com and
mikhail@ourdomain.com are really the same person? I don't want to have to create a new account in Zoho CRM for claims user since we are on enterprise. There has to be a way somewhere where I can link my own two users or at least flag them as being the same user, so I'm not forced to create a new account.