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| These are the steps while getting started Advanced CRM Ticketing: |
| 1. |
Select Ticketing
scenario: Click Here for snapshot and help |
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| a. |
Service Based [
Not available in Basic Version
] |
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In service based, CRM system automatically downloads the department email(s) and then process it immediately. You dont need to logon to CRM Web interface to process the mail.
User of the CRM system can reply from their own email client e.g. Outlook Express etc. |
| b. |
Web Based |
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In web based, You need to logon to CRM System. |
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| 2. |
Ticket Creation: |
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| a. |
Through Website |
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Post Query, Contact us, Feedback etc. forms can be associated with ticketing system. |
| b. |
On Advanced CRM system |
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A list of different forms like Callback, Post Query, Contact etc. is also available on CRM Login ( default ) screen. |
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