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User Documentation

Processed Events in Follow Up Ticket

The screenshot shows after accessing to the Follow Up Ticket of the original Event, we can find all the processed Events related in the Events List.

Edit Follow Up Ticket - Define the Manager, Supervisor and Operators

The screenshot shows the pagewhere we can define the Manager, Supervisor and the Operators of this Support Request Ticket we just created.

Create Follow Up Ticket-Set title, type

The screenshot shows the second step to create a Follow Up Ticket is to set the Ticket title, type and nature.

Assign Event to Ticket

The screenshot shows that to assign the Received Event to a Ticket, the first step is to click on the 'Create Follow Up Ticket' in the Action item list.

The Event is now "Received"

The screenshot shows after click on 'Declare as Received', the state of the newly created incoming Event is now 'Received'.

Go back to the Ticket - Campaign

The screenshot showing how to access to the Ticket from which the Event is created.

Event follows up a Ticket

The screenshot of a newly created Event page shows an Event follows up a Ticket.

Open a Campaign: Check the state of the campaign

The screenshot of the newly opened campaign document shows the last step to open a Campaign is to check the state of the Campaign.

Open a Campaign: Add comments and click on 'Open'

The screenshot of the comment page shows the second step to open a Campaign is to add comments and then click on 'Open'.

Open a Campaign: Choose 'Open' in the Workflows

The screenshot of the newly created campaign shows the first step to open the Campaign is to choose 'Open' in the Workflows

Edit the campaign

The screenshot of the campaign document shows that there are three kinds of information in the campaign page to be edited: the client, the supplier or/and the operator, the date and the cost.

Create a marketing campaign: Reach the campaign document

The screenshot of the campaign document shows that there are three different areas to fill in the detail information.

Create a marketing campaign: Click on the 'New' tab

Create a marketing campaign: Click on the 'New' tab

Campaign example: Beta Developer Program

Example of a type of Ticket: Campaign- the Beta Developer Program.

What is a ticket made of screenshot

The screenshot of the ticket page.

Open a Campaign: Check the state of the campaign

The screenshot of the newly opened campaign document shows the last step to open a Campaign is to check the state of the Campaign.

Open a Campaign: Choose 'Open' in the Workflows

The screenshot of the newly created campaign shows the first step to open the Campaign is to choose 'Open' in the Workflows

Edit the campaign

The screenshot of the campaign document shows that there are three kinds of information in the campaign page to be edited: the client, the supplier or/and the operator, the date and the cost.

Campaign example: Beta Developer Program

Example of a type of Ticket: Campaign- the Beta Developer Program.

Sale Opportinuty worklist

The worklist of a Sale Opportunity showing the three main steps are : Validate, Submitte and Qualify.