You can relate to activities linked to the company, based on the activities they have ongoing.
This article covers:
Activities you can relate to Customer Support tickets
- Project/Service
- To-do
- Phone call
- Activity
- Appointment
- Opportunity
- Order
- Subscription
- Ticket
Create activities
When creating activities, they get linked to the ticket. You can create:
- Project/Service
- To-do
- Phone call
- Activity
- Appointment
- Opportunity
- Order
- Subscription
- Ticket
The menu shows only the types your Upsales plan and add-ons include. Depending on your account, it shows To-do and Phone call, Activity, or all three.