Support Ticketing

Support Ticketing

Overview

Track customer issues from intake to resolution. Create tickets, set priority and status, assign an owner, and link tickets to clients and contacts.

Create a ticket

  • Go to Tickets → New.
  • Enter ticket name and description.
  • Set status (e.g., open, in_progress, resolved), priority, and source.
  • Assign an owner (responsible teammate).
  • Optionally link a client and contact.
  • Choose whether to add this ticket to the contact’s activity timeline.

Manage tickets

  • View all tickets for your team with sorting and pagination.
  • Update status, priority, owner, and details as work progresses.
  • Delete tickets when needed (contact activity is updated accordingly).

Best practices

  • Use clear, actionable names for quick scanning.
  • Keep descriptions focused on expected outcome and steps to reproduce.
  • Update status promptly so stakeholders always see the current state.