Lubrication Engineers | Zoho Desk

Zoho Desk
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 ...
Changing Departments in Zoho Desk
1. Click on the drop down arrow next to the current selected department. 2. Click on the desired department or all departments to see all tickets.
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 ...
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 ...
Opening an IT Ticket
While in Zoho Connect (https://connect.zoho.com): 1. Access My Feeds 2. Click on submit IT Support Ticket under Requests

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Updating Email Password in Zoho CRM
1. Access Zoho CRM via your browser 2. Click on the gear in the top right corner 3. Click on email 4. Click on the Email tab 5. Click on You may be requested to provide a second means of authentication. Most users have elected to use the ...
Steps to setup Microsoft Two-Factor Security
It is required to enter two methods of authentication but you can add up to six. These following instructions will set up the Microsoft Authenticator App method and cell phone number method. Microsoft Authenticator Method 1. Via your internet ...
CRM App Settings
Prospect Setup 1. Click on More 2. Click on Prospects 3. Click the Gear 4. Adjust all settings as highlighted below 5. Click Sync Desktop Settings Contact Setup 1. Click on More 2. Click on Contacts 3. Click the Gear 4. Adjust all settings as ...
Order/Quote for New Account
1. Find and open your contact 2. Trigger a quote as normal 3. Change Account Type to New Account 4. Complete quote/order as normal
Deploy iTunes to an LE Smart Device
All LE issued smart devices must be enrolled into LE's Mobile Managment Device service Intunes. To enroll, while on your smart device, please complete the following steps. 1. Access this url on your smart device: ...

Lubrication Engineers | Zoho Desk | Knowledge Base