ProspectSoft

This article outlines how to configure your Problem Sources within the CRM.

Configure your Problem Sources

This article outlines how to use Problem pipelines within the CRM.

Using Problem Pipelines

This document outlines the process of logging a Problem within the CRM.

Logging a Problem

This article outlines the different standard Reports available within the Service Report Group.

Standard Service Reports Available

Adding Knowledge Base entries to the CRM and relating these to resolved Problems.

Using CRM Knowledge Base

Dealing with Training Projects

Isobel Honour

Learn all you need to know about problem pipelines, customer service reports & CRM ticketing system.

Customer Service

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you