Customer Service
Learn all you need to know about problem pipelines, customer service reports & CRM ticketing system.
6 articles
Configure your Problem SourcesThis article outlines how to configure your Problem Sources within the CRM.
Using Problem PipelinesThis article outlines how to use Problem pipelines within the CRM.
Logging a ProblemThis document outlines the process of logging a Problem within the CRM.
Standard Service Reports AvailableThis article outlines the different standard Reports available within the Service Report Group.
Using CRM Knowledge BaseAdding Knowledge Base entries to the CRM and relating these to resolved Problems.
Dealing with Training Projects