Prospect CRM

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

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

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