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Option 1: Create a Ticket from the CRM Page

Navigate to the CRM page. Locate the plus icon above each board stage. Click on the plus icon to create a ticket in that stage. You will be prompted to select a contact and write the ticket title.

Updated Jun 9, 2026

Navigate to the CRM page.

Locate the plus icon above each board stage.

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

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


📖 Read the full article: https://help.chatdaddy.tech/article/option-1-create-a-ticket-from-the-crm-page

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