CRM sends template requests to the vendor desk
What moves
When a CRM user asks for a new form template, the request is filed as a ticket with the vendor's support desk.
Before you start
- CRM in your plan
- The user is signed in (no helpdesk licence needed)
Step by step
- CRM userCRM & Sales Pipeline
Opens the form library, chooses Request template and describes what is needed.
You see:A short request form opens.
- SystemHelpdesk & Ticketing
Files a low-urgency feature request with the vendor desk in the user's name.
You see:The request gets a ticket number, shown in a confirmation.
- Platform support agentHelpdesk & Ticketing
Replies on the ticket.
You see:The CRM user sees the answer under Support, My tickets.