ChatDaddy
CRM (Contacts / Tags / Fields)

Option 1: Create a Ticket from the CRM Page

Video 1. Navigate to the CRM page. 1. Locate the plus icon above each board stage. 1. Click on the plus icon to create a ticket in that stage. 1. You will be prompted to select a c…

Updated Apr 15, 2026
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  1. Navigate to the CRM page.

  2. Locate the plus icon above each board stage.

  3. Click on the plus icon to create a ticket in that stage.

  4. You will be prompted to select a contact and write the ticket title.

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