Table of Contents
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.
- 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).
- 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.
