Walkthroughs

CustomizationBasic customizationAdditional customizationTeamwork and supportHand-offsTickets and support tracking NEWTime trackingWorkflowsIntroductionSetting upUsingExampleOrganization and visibilityDashboardSearchingGeo mapping and territories NEWCommunication and accessEmail linking NEWData security controlsCollaboratorsGoogle email & calendar securityGoogle WorkspaceGoogle Calendar integrationGoogle email integrationGoogle Gmail Add-onGoogle Sheets integration & reporting

Tickets and support tracking

At a glance ticket queues

See all open, pending, and resolved tickets in one clear view. Service teams can quickly understand workload, monitor response times, and prioritize issues across queues to keep customers moving and SLAs on track.

Create, update, and link tickets to customers

Create and manage tickets from a single, structured form. Link every ticket to customer master records, contacts, and related history so service teams have full context and can resolve issues faster and more accurately.

Track Progress with rich ticket information

Capture everything related to a ticket in one place, including photos, conversation threads, notes, attachments, and status updates. This gives teams shared visibility into progress, improves collaboration, and speeds up resolution.