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How To Submit Ticket
Welcome to our Help Center! If you're looking to submit a ticket or update an existing one, you've come to the right place. In this article, we'll guide you through the simple steps to ensure a smooth experience in resolving your queries. Submitting ...
How To Update Ticket
Logging In: To update an existing ticket, log in to your account on the Help Center. · Accessing Your Tickets: Locate the "My Tickets" section Here, you'll find a list of all your submitted tickets along with their current status (open, pending, ...
Login with Your Social Accounts
At CNCTrain, we understand the importance of convenience. That's why we offer Federation Logins to streamline your access process. Here's how to use them: · Click on "Sign In with [Google/LinkedIn/Zoho]": On the Sign-In page, you'll find options to ...
User Roles & Permissions Configuration in Zoho CRM
Outcome: Implement a well-defined roles and permissions structure. Enable secure, role-based access to CRM data. Ensure compliance with organizational data access policies. Enhance productivity by granting appropriate access levels to users. Use case ...
Lead conversion workflow in Zoho CRM
Outcome: The outcome of this use case is to setup the workflow rules for lead conversion Use case Implementation Steps: Implementation Stage 1: Qualified leads will assign to sales Rep/Lead owner once the leads is qualified, they will automatically ...