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 required fields: ticket name, Ticket Status, description, Source, Ticket Owner, Priority, and Create Date.
Optionally add tags, a due date, category, resolution notes, an SLA, sentiment, or a ticket type.
Optionally link the ticket to a Company, Contacts, Deals, Tasks, Meetings, Notes, or Orders.
You can also raise a ticket from a lead's profile via the More menu → Create Ticket.
Work the ticket board
Default statuses are Open, In Progress, Resolved, and Closed. Use the board view to move tickets through your workflow, or 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.