Helpdesk CRM Integration
by Viindoo
Demo video: Helpdesk CRM Integration
What it does
This module integrates the Helpdesk and the CRM apps to optimize the customer relationship management process.
Key Features
- From the Lead/Opportunity view, you can create Support Tickets.
- Convert Lead/Opportunity into Ticket.
- From a ticket, you can select the Lead/opportunity or create a new one to attach to the ticket.
- Add the Lead/Opportunity filter into Tickets Report to list the ticket that has been attached to a lead/opportunity.
Supported Editions
- Community Edition
Installation
- Navigate to Apps.
- Search with keyword viin_helpdesk_crm.
- Press Install.
How to use
Instruction video: Helpdesk CRM Integration
1. Create and manage Support Ticket on the Lead/Opportunity view.
On the Lead/Opportunity view, you can create the support ticket by pressing the Create Ticket button.
After creating the support ticket, the system will show the number of support tickets relating to this lead/opportunity on the Ticket button.
2. Convert Lead/Opportunity into Support Ticket.
On the Lead/Opportunity view, press the Convert to Ticket button. Afterward, the lead/opportunity will be auto-archived.
3. Create and manage Lead/Opportunity on the Support Ticket view.
On the Ticket view, show the Lead/Opportunity field. You can select an existing lead/opportunity or create a new one.
Fill in the similar information as when you create support ticket, press Save to finish.
4. Add the Lead/Opportunity filter to the Tickets Report.
Navigate to Helpdesk > Reporting > Tickets Report, select the Lead/Opportunity filter to see the related tickets.
You can refer to the Steps to integrate other application with CRM article.
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