The Tickets area tracks customer issues and requests through to resolution.
Create a ticket
Go to CRM → Tickets and click Add Ticket.
Fill in the ticket name, status, and description.
Set the source, owner, and priority.
Optionally add tags, a due date, category, resolution notes, or SLA, and link the ticket to a company, contacts, deals, or tasks.
You can also raise a ticket from a lead's profile.
Work the ticket board
Use the board view to move tickets through your workflow. Use the table view for a sortable list you can filter by priority or owner.
Tips
Always set the source — it tells you which channels generate the most volume.
Use tags for recurring themes (billing, bug, onboarding).
Fill in the resolution before closing a ticket; it becomes searchable history.