Ticket pipeline

The Ticket pipeline feature allows you to manage the progress of customer inquiries efficiently.

By customizing ticket stages, you can align the pipeline with your business workflow and track the status of ongoing tickets.

To customize your pipeline:

Steps to customize your pipeline:

1. Navigate to Settings > Ticket Pipeline.

1. Edit the default stages or add new ones based on your business needs.

   Examples of default stages include:

   • To do: New tickets awaiting action.

   • In progress: Tickets being actively worked on.

   • Scheduled: Tickets with a scheduled action or follow-up.

   • Waiting: Tickets pending external feedback or resolution.

   • Done: Completed tickets.

   • Archived: Closed tickets for reference.

2. Use the drag-and-drop feature to reorder stages for better workflow visualization.

The Ticket pipeline ensures that all tasks are tracked systematically, reducing missed opportunities and enhancing team productivity.