How to Add a New Ticket to Zoho CRM in Zoho Desk

Introduction to Zoho Desk

Zoho Desk is a powerful customer service and help desk software suite that allows businesses to manage and resolve customer inquiries and support tickets efficiently. Integrating Zoho CRM (Customer Relationship Management) enhances its functionality, enabling more comprehensive data tracking and management.

Adding a New Ticket to Zoho CRM

Adding a new ticket to Zoho CRM in Zoho Desk is a straightforward process that streamlines customer interactions and ensures all inquiries are addressed promptly. Here’s a detailed guide to help you create a new ticket:

Log in to Your Zoho Desk Account

The first step is to access your Zoho Desk account. Simply go to the Zoho Desk login page and enter your credentials to log in. Make sure you are in the workspace you manage.

Accessing the New Ticket Button

Once logged in, locate the button or menu option that allows you to create a new ticket. Depending on your Zoho Desk setup, this may be represented by a ' New Ticket' button or an 'Create' option within a navigation menu.

Filling Out the Ticket Details

After you click on the new ticket button, enter the necessary information into the relevant fields. Typical fields you might need to fill include:

Customer Information: The name, email, and any other related fields for the customer. Subject: A brief, descriptive title for the ticket. Description: A detailed description of the issue or query the customer is facing. Status: Set the initial status of the ticket. This can often default to 'New' or 'Pending.' Priority: Assign a priority level such as 'Low,' 'Medium,' or 'High' based on the urgency of the issue. Category: Categorize the ticket to make it easier to track and manage.

Submitting the New Ticket

Once you have completed the necessary information, click the 'Submit,' 'Create,' or 'Send' button to save the new ticket. This action will notify the appropriate team members and start the resolution process.

Creating a Ticket from an Email

Sometimes, tickets may come in through emails. Zoho Desk allows you to seamlessly convert emails into tickets, allowing all inboxes to be managed within a single platform. Here’s how:

Opening the Email

Open the email you want to turn into a ticket. Ensure the email contains all the necessary data, such as the name, details, and description of the inquiry.

Accessing the ‘Create New Ticket from Email’ Option

Hover over the email and locate the option to create a ticket from that email. This might appear as a button or a menu option when you right-click or use the context menu.

Completing the Ticket Details

A new window will open, allowing you to add extra details or modify the content from the email. You can edit the subject, add notes, and categorize the ticket as needed. After making any necessary adjustments, click ‘Submit’ or ‘Create’ to turn the email into a ticket.

Contacting Nexivo Consulting for Support

If you encounter any issues or need help, you can always contact Nexivo Consulting for assistance. We provide expert support to ensure your Zoho Desk and Zoho CRM operations run smoothly.