As well as receiving customer support tickets, you can create them inside Upsales. Here's how.
This article covers:
- How to create customer support tickets when you have a Customer Support licence
- How to create customer support tickets when you don't have a Customer Support licence
You have a Customer Support licence if the Support tab appears in Upsales:![]()
How to create customer support tickets when you have a Customer Support licence
- Click Support:
- Click Add:
- Enter details of the support ticket. This can include the contact or company requiring a support ticket, assigned user, and message details:
- Click Create & send confirmation to send an email of the issue to the customer for the reported support ticket
- You can also create a ticket without sending a confirmation:
- The support ticket now appears in your Support dashboard. Click to open, or click the three dots (···) to archive or delete the ticket:
How to create customer support tickets when you don't have a Customer Support licence
(to get a Customer Support licence, contact us)
- Open the contact or company that requires a support ticket
- Click Add:
- Scroll down and click on Support ticket:
- Enter details of the support ticket. This can include the contact or company requiring a support ticket, assigned user, and message details: