How to Create Ticket Template

Article author
Learning Center Mekari
  • Updated

After integrating Omnichannel with CRM, you can then create a ticket template that is useful for submitting tickets on the Inbox page. Here are the steps.

  1. Enter the Integration menu.
  2. Select Channel Integrations, then click Qontak CRM.
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  3. Click the “Create template” button.
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  4. Enter the name of the template in the Template name field and also enter a description if needed.
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  5. In the Type section, select Ticket.
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  6. Select the Pipeline you want.
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    - You have to create Pipeline and Stage in CRM first.
    - Users must choose a pipeline to be able to choose a stage.

  7. Select the Stage to submit ticket.
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    You have to set up Pipeline and Stage in CRM first.

  8. In the Resolved stage section, you can choose which stage the ticket will be resolved at.
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  9. Then, click “Save”.
  10. Then the template that you created will appear in this section.
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  11. You can also click "Action" and select Edit to change the template or Delete to delete the template.
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