Disclaimer: We recently redesigned our Admin Area. Your store may look different than the one shown in this video, but most click paths were not affected.

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Transcript

To create a CRM System ticket, navigate in your admin area to Customers > CRM System and click Add.

Now, you can either enter the email address to which you'd like to send the message, or, if the email address is listed in your Customers table at Customers > Accounts, you can enter the customer account's ID number and the system will automatically use the email address configured on that account.

Next, enter a Subject and select the appropriate department. This field defines the "from" address based on the POP3 settings you've established. For details, see our video called "How to Set Up POP3 for the CRM System".

Before you enter a ticket Body, click Create New Ticket. The ticket is created and assigned a unique ID number. For information on how to send a communication, and how to execute many other useful ticket tasks, see our video called "How to Manage CRM System Tickets."

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