This guide is a cheat sheet with a number of concise sets of notes to be used as a quick reference for navigating the CRM.

Common actions include:

  • Solve without doing anything
  • Forward outside of system No Further Action 
  • CC - Additional Contacts
  • Assign to team member
  • Change queue
  • Respond to enquiry
  • Non-CRM user (Forward to SME)
  • New Enquiry
  • Add Attachments

View the document below for instructions.