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Turn an incoming call into a ticket and a follow-up

A task guide: the pages to use, in order.

Five steps: the caller is identified, a ticket is opened, a canned response is sent, the call is logged with a follow-up date, and the follow-up appears on the calendar.
The same steps are listed below, with links to each page's article.

Steps

  1. Caller is identified. Your phone system opens Caller ID with the number
  2. Open a ticket. New Ticket, pre-filled with the caller and company
  3. Reply with a canned response. Type / and the shortcut in the reply
  4. Log the call. Log Activity with a follow-up date
  5. Follow up on time. The follow-up shows in Upcoming

Articles for the pages in this guide

← All task guides

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