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.