With Ticket Pipeline organizations can enhance their customer support operations by ensuring a systematic and organized approach to handling customer inquiries
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How to Create a Ticket Pipeline Type
To create a Ticket Pipeline Type,
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head over to the Modules category
- Click on the Tickets module
- Navigate to the "Types" section and select the "Add New Type" option to include a new category
- A popup would appear asking for the following details that you need to provide:
- Pipeline Name - A name for your pipeline that will be displayed in board view, filters, reports, and other places
- Make these tickets visible to the customer - Enable this option if you wish the pipeline to be visible to your customers.
- As soon as you enable this option another option will appear.
- Let customers to send replies on these tickets - Enable this option if you want your customers to engage in ticket discussions and add their comments on it
- Stage Name -You can rename the stage and change the color, that works the same as the current Stage Title in the pipeline.
- Status - Choose whether the stage should be considered open or closed.
- You can also add a new stage by clicking on the option “Add New Stage”
- You can also reorder the stages here by drag and drop.
- Once done, hit on the Save option to create a Pipeline Type
How to Edit the Default Pipeline Type
To Edit the default Pipeline Type,
- Navigate to the Profile Icon on the top right corner
- Click on Set Up
- Head over to the Modules category
- Click on the Tickets module
- Navigate to the "Types" section
- Select the Pipeline Type you wish to edit and click on the Edit option
- Here you can make the necessary changes and the changes will get auto Updated with the "Updated Successfully" message
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