Create a ticket

Available on ProHow-toOpen in DealJourney

Most tickets are created automatically from incoming support emails. To open one by hand:

  1. 1Open Tickets from the sidebar.
  2. 2Click New Ticket in the top right. This opens the Create Ticket dialog.
  3. 3Fill in the Subject and a Description of the issue.
  4. 4Add the customer's Requester Email so replies reach the right person, and set the status, priority, and Assignee if you already know them.
  5. 5Click Create Ticket.

The new ticket opens straight away so you can start working it. From there you can reply to the customer, change its status or priority, or hand it to a teammate.

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