Who this is for: Company support agents and authorised requesters
The Tickets module handles requests within your company workspace. It is separate from the CRMCEO software support chat in the public help center.
Steps
Open Tickets and choose the create option available to your role.
Select the requester type and name where required. Enter a clear subject and explain the issue in the description.
Attach an appropriate supporting file if necessary. Review the agent, priority, type, channel and tags where those fields are available.
Save the ticket and keep replies with the same request so the history stays together.
Use status, requester and date filters to review the queue. Update the status as your company resolves the request.
If you get stuck
If a requester or agent is unavailable, ask an admin to review ticket settings and permissions. Use CRMCEO Support for software problems; creating a company ticket does not automatically send that request to the CRMCEO team.