This repository contains customer service and CRM tasks and related code.
We use CRM / Helpdesk repo to track all requests, questions and new users for the CRM. You can find all form templates below to add an issue for the CRM:
| Template Form | Description |
|---|---|
| Feature Request Form | Add new features for the CRM. |
| New User Request Form | Request CRM access for a new user. |
| Property Request Form | Request a new property in the CRM. |
| Question Request Form | Ask a general question about the CRM. |
| Reporting Request Form | Request a new CRM metric and or report. |
| Deals Pipeline Request Form | Request a new deals pipeline in the CRM. |
| CRM Record Update Form | Request an record update to the CRM (Use Interal Support Pipeline) |