CRM Cheat Sheet for common actions
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 ActionÂ
- 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.