Service Ticket – Sales Person Notification

Business Manager 365 is designed for maximizing workflow and getting information into the hands of the people who need it. In many cases, a service or helpdesk ticket can turn into a sales opportunity. To expedite the process, the technician can enter the request right on the ticket they are working on. That sales request is then displayed on the dashboard of the salesperson assigned to that customer. The request originator is also tracked so that you may reward that employee.

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