Linking to Customers: #
- Each support ticket is linked to a specific customer. This ensures that all customer interactions are documented in one place.
- You can view the customer’s details, previous tickets, and communication history directly within the ticket.
Linking to Projects: #
- If a ticket is related to a specific project, you can link the ticket to the project.
- This helps ensure that support requests related to ongoing projects are tracked and resolved in the context of that project.
Linking to Leads or Opportunities: #
- You can link a support ticket to a lead or opportunity if the issue is related to a potential sale or customer acquisition process.
- This ensures that any support-related issues that may impact sales are resolved quickly and efficiently.
