Helpdesk / Ticketing
in progress
r
ray@weblainchlocal.com
For our clients, when thinking of a CRM a helpdesk / ticking feature would help make GHL a full service CRM System similar to Hubspot.
HIGHLVL-I-2584
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Core Platform
Hi everyone,
Thanks for the post, votes and comments.
Lets discuss further on your use cases.
Please book your slot here: https://api.leadconnectorhq.com/widget/bookings/workflow-team
P
Prasoon Dadhich
Merged in a post:
In House Ticketing System for Complaints and Concerns
S
Sarthak Bhatia
Hi team,
It will be great if we can arrange an in-house ticketing system in GHL. This will help us to have a ticket number assigned to the query raised by clients or customers. This can also help the customer to have a proper track of the their case. And will make GHL a more hapier place for CRM.
P
Prasoon Dadhich
Merged in a post:
HelpDesk
C
Cameron Farias
I feel it should be fairly easy to create some sort of a help desk in GHL. Its not far off from being able to rig one together using pipelines, forms, opportunities, custom fields, etc. The only shortcoming stopping the creation of a full-fledged ticketing system is the transcripts, but there is the documents tab per contact where ticket transcriptions can be automatically saved and bound to the contact. There are 2 ways I can see this working very cleanly:
- Add the help desk to the client portal, this way it is also accessible in the Client Portal app (fairly self-explanatory)
- Just complete the circle I outlined above so we can jimmy rig a help desk together. The only functionality that is missing is the automated saving of transcripts.
P
Prasoon Dadhich
Merged in a post:
Support Ticket System
J
Josh Pather
to have a built in support ticket system like https://www.groovehq.com/ or zendesk....
to manage support requests.
H
Humberto Tello
I'm really glad that it went to in progress!
H
Humberto Tello
I'm really glad that it went to in progress!
P
Prasoon Dadhich
updated the status to
in progress
L
Liam Holmes
Yes, creating opportunities to manage pipelines is not efficient. Have a KanBan view so it looks like pipelines, but is not a pipeline
M
Mitchell Flecker
Not only for sub account use but also be able to embed it on our sites for potential customers. Yes I know I could just use a form and custom objects but there should be no need. Just build the form, set the starting ticket #, then click and drag within the website. Also, integration with LogMeIn by GoTo support ticket system as well.
C
Cristian Droescher
Please add this already!!
D
Drew Moore
Yes please add this.
You have SO much other functionality, and all the pieces.
Just a simple:
- client add tasks (name, description, attachments/links)
-Goes to 'in queue' (4 kanban columns we can name)
-Our agency can assign it to our internal users/team
-Comment area IN the task card/box/modal that can toggle between internal and client-facing, with @ mentions
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