Managing your customer support tickets effectively is crucial for any business. With ReplyDesk’s Helpdesk CRM Tool, you can streamline your workflow by creating custom statuses that reflect your unique process. Here’s how you can set up a custom status:
Step 1: Access the Helpdesk Tab
Begin by navigating to the Helpdesk tab on your main menu. This is your gateway to customizing your ticket management system.
Step 2: Find the Ticket Status Section
In the secondary menu, look for the Ticket Status section. Here, you’ll find a list of pre-made statuses that you can use out-of-the-box.
Step 3: Add a Custom Status
Below the pre-made statuses, you’ll see the Add Custom Status button. Clicking this will open a pop-up window.
Step 4: Customize Your Status
In the pop-up window, you’ll have the option to name your new status and choose an icon to represent it. This helps you quickly identify the status in your inbox.
Step 5: Save and Implement
After customizing, hit Save. Your new status will now appear below the pre-made statuses in your Helpdesk CRM Tool.
Step 6: Assign Tickets to Your New Status
You can assign tickets to your new status either manually or through rule automations. For manual assignment, simply select the tickets and apply your custom status. For automated rules, define the criteria that a ticket must meet to be assigned to this status.
For more detailed instructions on assigning tickets to statuses, please refer to our in-depth article on ticket assignment, here.
