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:
- Open a ticket to view its details.
- On the Ticket Details page, click the
CRM label alongside the customer information on the left pane.
The contact's information is displayed as in Zoho CRM. You can click the Account Name (where existing) within the ticket, to view its information in Zoho CRM.
Once you're done, click the Back icon ( 
) to get back to the ticket properties. Also, you may click the View in CRM icon ( 
) to directly view the information in your organization's Zoho CRM account.
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