October 25, 2019. Written by Michelle Colbran (Founder of SOS Consulting)

Step 6 Overview Features (9)

  • Manage your Customer Support Issues Using Desk
  • Convert your Desk Ticket into a CRM Enquiry
  • Convert your Desk Tickets into a Zoho Projects Ticket
  • Manage your Billing Terms for Project Tickets (Step 5a)
  • No duplicates Leads or Contacts in CRM