How to Create a Ticket Follow

Ticketing System in CRM allows Businesses to enhance their customer support processes, improve response times, and maintain a systematic approach to handling customer issues, ultimately contributing to better customer satisfaction and retention.

To Create a Ticket,

• Navigate to the Tickets Module from the left menu bar
• Click on the New option

• A Quick Create Form will appear, you can choose to create a Ticket with essential fields only 

• Or expand the form to create a detailed ticket and enter the details
• You will have to choose the Ticket Type / Pipeline for which you want to create a ticket.
• Select the Stage
• By default, the logged-in user is selected in the Owner field, you can change the owner if required
• The default Priority of the ticket is none, but it is mandatory to choose a value.
• You can associate a Contact, Company, or Product with the Ticket
• Once done, click on Save.