Tickets & Requests

Lesson 1: Request Basics
- Step 1: When to use Requests
- Step 2: Setup Support Inbox & Sales Inbox
- Step 3: Forwarding emails into your Request Inbox
- Step 4: Replying in your Request Inbox
- Step 5: Converting Requests into Tickets
Lesson 2: Ticket Basics
- Step 1: When to use Tickets
- Step 2: Try it Yourself: Create a Ticket
- Step 3: Assigning Tickets
- Step 4: Anatomy of a Ticket
Lesson 3: Managing your Tickets
- Step 1: Try it Yourself: Add a Budget
- Step 2: Log your Time
- Step 3: Progress your Tickets
- Step 4: Approving Work logged in Tickets
Lesson 4: Resolving Tickets
- Step 1: Close your Tickets
- Step 2: Track Ticket Resolutions
- Step 3: Automating Client Notifications
- Step 4: Invoicing a Ticket