Hi all,

I have a scenario I wish to resolve here.

We're using Zoho Desk and Zoho CRM, all nice and synced.

When a new client is signing (we're a B2B SAAS), we will open their account in Zoho CRM, and start the integration phase.

Here is what we wish to have:

1) Once the client's account is up and running, we wish to start the integration

2) During the integration, we wish to have dedicated tickets in Zoho Desk, under the client's account, but - without letting the client see or have any notifications on these tickets

3) We already have a dedicated Status in Zoho Desk - "Internal Task"

4) We wish all tickets with the "Internal Task" Status to be hidden from clients, and will only be visible to Zoho Desk/CRM users

5) These tickets are basically to internally discuss and update the integration status within our company without involving the client, and still connect these tickets to the client's account in Zoho Desk/CRM

Hope it makes sense, I will be more than happy to hear how you tackle this scenario.

Thanks in advance!

E