How to move tickets within CRM boards

You have three ways to move a ticket to another stage.

Option 1: From the CRM page

Step 1: Open the CRM page and find the ticket

Click CRM in the left sidebar and locate the ticket card.

Step 2: Expand the ticket

Click the ⌄ chevron on the ticket card to expand its details.

Step 3: Drag it to the new stage

The fastest way: drag and drop the card onto the target stage column.

Tips:

• You can also change the stage from the ticket's details view.
• To move a ticket to a different board, open the ticket details and select another board.

Option 2: From the Inbox

Open the contact's conversation → the ticket panel on the right → change the stage there.

Option 3: Automatically through Message Flows

Use the Update Ticket node — see How to Use the Update Ticket Node.