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CRM / Helpdesk

This repository contains customer service and CRM tasks and related code.

About the Repo

We use CRM / Helpdesk repo to track all requests, questions and new users for the CRM. You can find all form templates below to add an issue for the CRM:

Template Form Description
Feature Request Form Add new features for the CRM.
New User Request Form Request CRM access for a new user.
Property Request Form Request a new property in the CRM.
Question Request Form Ask a general question about the CRM.
Reporting Request Form Request a new CRM metric and or report.
Deals Pipeline Request Form Request a new deals pipeline in the CRM.