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Support Articles

All information pertaining to support agents and the support process.

  • Bug Reporting Process
  • Feature Request Reporting Process
  • Critical Yellow Reporting Process
  • How to Find and Link Companies to Contacts
  • Identify Who the Owner Is
  • Set Up Filtered Views
  • Forward Tickets
  • Merge Tickets
  • Add a Note
  • Creating and Using Canned Responses
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