Helpdesk
GROWTHRequires the growth plan or above.
Customer problems tracked as tickets, so nothing is lost in somebody's inbox.
Sales›Helpdesk
- Select New ticket.
- Link the customer or company.
- Describe the problem in the customer's words.
- Set priority and assign an owner.
- Save. The ticket gets a reference such as
TKT-2026-000042.
Working a ticket
The ticket is a conversation. Add comments as you go, and mark internal ones as internal notes — those stay within your team and are never shown to the customer.
Take care
Check whether a comment is internal before writing anything you would not want the customer to read. The distinction is set per comment.
| Status | Meaning |
|---|---|
| Open | Raised, not yet being worked |
| In progress | Someone is on it |
| Waiting | Blocked on the customer or a third party |
| Resolved | Fixed, awaiting confirmation |
| Closed | Finished |
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