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Using Tickets to Document Time and Solutions for SalesLogix v6.2 and Above

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Downloads: 15 File Size: 74.6kB
Posted By: Brianna Tinjum Views: 377
Date Added: Tue, Oct 06 2009

SalesLogix Support Tickets record customer inquiries or complaints.  Tickets can contain virtually all information necessary to report, investigate, and close an inquiry or problem.  With this feature the user can insert new tickets for an account or contact, track time spent resolving issues using the Punch In/Punch Out button, record calendar and other activities for a ticket, and search for existing tickets using Lookups. 

This Workshop will focus on the different types of Activities within Support Tickets and how to use them quickly and efficiently.