Help and Support » Learn the Basics » Tickets & Requests

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Tickets & Requests

  • Lesson 1: Request Basics

    • Step 1: When to use Requests
    • Step 2: Setup Support Inbox & Sales Inbox
    • Step 3: Forwarding emails into your Request Inbox
    • Step 4: Replying in your Request Inbox
    • Step 5: Converting Requests into Tickets

  • Lesson 2: Ticket Basics

    • Step 1: When to use Tickets
    • Step 2: Try it Yourself: Create a Ticket
    • Step 3: Assigning Tickets
    • Step 4: Anatomy of a Ticket

  • Lesson 3: Managing your Tickets

    • Step 1: Try it Yourself: Add a Budget
    • Step 2: Log your Time
    • Step 3: Progress your Tickets
    • Step 4: Approving Work logged in Tickets

  • Lesson 4: Resolving Tickets

    • Step 1: Close your Tickets
    • Step 2: Track Ticket Resolutions
    • Step 3: Automating Client Notifications
    • Step 4: Invoicing a Ticket
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