Can not create a Zoho CRM Desk Ticket
If you do not see Zoho Desk to trigger a ticket, please note the following:
- To start a ticket, you must be on a contact. Tickets can not be opened for Prospects or Accounts. To open a ticket for a Prospect, they must be converted to a contact.
- A email address must be assigned to the contact. If the contact does not have access to email, please email the inquiry to Customer Service or Technical.
Click here to see how to open a ticket via Zoho CRM
Related Articles
Creating a Ticket via Zoho CRM Contact
Creating a Ticket via Zoho CRM Contact Tickets for customers are to be created against the contact record inside Zoho CRM. While in Zoho CRM, locate and open the correct contact On the left menu, locate Zoho Desk and click the Plus Sign Select the ...
Zoho Admin Issue Report: Ticket Issues in Zoho Desk
Issues with reporting can occur if a Desk ticket is created without a proper Ticket Type assigned. If you have been assigned Desk Ticket Types to correct, please follow the steps below: 1. Via the report you received, access the Ticket record by ...
Zoho CRM Desk via App
1. Locate and install the Zoho Desk via iTunes or Google Play store 2. Sign in to the app with your LE email and LE email password 3. Click on Tickets on the bottom menu 4. Click on the plus sign at the top right 5. Select department 6. Select ...
Zoho Admin Issue Report Instructions
The IT Department has several reports that deliver to departments when system records have issues. If you have been assigned one of these reports, locate and click the file name below for instructions. Blank Region, Territory and/or Region in Sage ...
Zoho Admin Issue Report: Owner Issues in CRM
Sometimes internal users neglect to change the default Prospect or Contact Owner from themselves to the proper LE Consultant in CRM. If you have been assigned correct Contact or Prospect records in CRM, please follow the steps below: 1. Via the ...