CUSTOMER SERVICE

A collection of help articles, answers, and feature how-to's for your CRM & Helpdesk

10 articles in this collection
Written by Aaron

Managing Tickets (CRM Inbox)

How to Change the CRM & Helpdesk Inbox View from New to Classic (old Version)

View your support tickets in a simplified view or with a full workstation. Two options,

Written by Aaron
Updated over a week ago

How to Set the Status of A Ticket -&- What Does Each Status Option Mean?

Status: New Ticket, System, To Do, Awaiting Reply, Resolved, Snoozed, Archived.. What do they mean and how do I set them?

Written by Aaron
Updated over a week ago

How to Use Tags to Keep Your Support Tickets Organized

Adding Tags is great custom organizing/management feature to help you and your team easily understand and find the support tickets you need.

Written by Aaron
Updated over a week ago

Review of Left Menu Filters for eBay Helpdesk

The Left Menu of your Helpdesk inbox is a powerful tool for optimum organization: view tickets by status, accounts, teammate, & more.

Written by Aaron
Updated over a week ago

Custom Filters & Custom Views - how To Enhance Organizing Your eBay Helpdesk

CRM & Helpdesk's Custom Filter Views help keep you organized and speeds up finding the support tickets you need.

Written by Aaron
Updated over a week ago

How to Use Ticket Types to Keep Your Support Organized

Sort and organize your eBay/Amazon Helpdesk inbox by assigning Types to your support tickets.

Written by Aaron
Updated over a week ago

How to Create a Message Template for eBay Helpdesk Replies

Save the things you say to buyers and automatically personalize it with buyer's name and order information.

Written by Aaron
Updated over a week ago

Manage Orders and Cases

How to Issue Refunds and Handle Replacement Cases

With CRM & Helpdesk, handling refunds is as easy as selecting a case status.

Written by Aaron
Updated over a week ago

CRM Teammates

How to Mention (tag) Teammates (users) in Notes

eBay Helpdesk lets you and your team mention each other to notify specific teammates about questions/comments/conversations.

Written by Aaron
Updated over a week ago

How to Assign Teammates Support Tickets

Teamwork is how productive business is done. You and your team can now tackle your eBay and Amazon support messages like never before.

Written by Aaron
Updated over a week ago