Ir al contenido
Menú
Se marcó esta pregunta
1 Responder
1371 Vistas

I would like to create a helpdesk team that handles the pre-sales workflow and all the tickets coming from potential customers.

Avatar
Descartar
Autor Mejor respuesta

You can do it following these steps:

1. If you wish to integrate Helpdesk in you pre-sales workflow then you can use this feature to convert tickets that you receive from different channels into leads (you need to have the Leads feature enabled in CRM.)

2. To use this feature, click on the gear icon under the breadcrumbs and select Convert to Lead.

3. A pop-up box will appear asking us to enter the required information:

​a. You can either Create a new customer, Link to an existing customer, or Do not link to a customer.

​b. You can select the Sales Team that will be assigned to this lead.

​c. Also, you can select a specific Salesperson that will assigned to this lead.

4. After that you will continue processing your lead from the CRM app.





Avatar
Descartar
Publicaciones relacionadas Respuestas Vistas Actividad
2
nov 24
2475
1
ago 24
1402
1
jul 24
1856
1
jul 24
1611
1
jul 24
1802