TT – An Overview of HelpDesk

HelpDesk is a great feature within OpenCRM that helps you keep track of your customer service interactions. Ticketing made easy!

Post-sale support is essential to keeping your customers happy and this module is designed to facilitate exactly that. This video serves as an introduction to the Helpdesk module.

It covers:

• Creating Tickets manually
• Viewing Ticket stats related to time recording and open times
• Logging time and Activities against a Ticket
• Sending updates to your customer from the Ticket
• Closing a Ticket and setting the Solution

But there are so many other features available.

• Automatically creating Tickets from emails
• Managing your SLA times
• Billing for your time
• Using the Customer Portal to manage Tickets
• And so much more

If you think you’d like to use our HelpDesk module and want to chat about getting this set up. Or if you already use HelpDesk, but think you could do more with it. Please get in touch with our team by using the chat icon in the bottom right of your screen.

Our Tuesday Tips series is a weekly video blog of helpful hints and tricks to use OpenCRM to its fullest capacity.

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