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Modifying Ticket Status in CRM

Step 1: Start by going to the dashboard and clicking on "Support."

Step 2: Click on "Open" to view the list of open support tickets.

Step 3: To modify the status of a support ticket, click on "View" or "Edit" to access the ticket details.

Step 4: In the ticket view, on the top right corner, click "Open."

Step 5: Choose the status you want to assign to the ticket (e.g., open, in progress, on hold, closed).

Step 6: After selecting the new status, the ticket status will be changed automatically.

Create New Customer in CRM

Step 1: From the Dashboard, locate and select the "Customer" option. Step 2: In the Customer section...
Import Customer Data CRM Process

Step 1: Navigate to the Dashboard and choose the "Customer" option. Step 2: Within the Custome...
View Existing Contacts In CRM

Step 1: Access the Dashboard and select "Customer." Step 2: Within the Customer section, choose...
Editing Customer Details in CRM

Step 1: Go to the Dashboard and select "Customer." Step 2: In the Customer section, place your curso...
Creating Proposals in CRM

Step 1: In the Dashboard, locate and select the "Sales" section. Step 2: Inside the Sales section, f...