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Academy Short | How to Set Up Ticket Pipelines and Statuses

Jaycee_Lewis
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Are customer issues slipping through the cracks? A chaotic support process frustrates both your team and your customers. The solution lies in a well-organized pipeline that tracks every issue from open to close. Watch the full video to streamline your service process and delight your customers!

 

In this Academy On-the-Go video, Senior Inbound Professor Patrick Eng @PatrickEng guides you through setting up and customizing ticket pipelines and statuses. You'll learn how to create distinct pipelines for different processes (like support vs. implementation), customize ticket cards for better visibility, and set automation rules to keep everything moving smoothly without manual effort.