How to Create Teams and Assign Agents to These Teams in the Support Box?
Follow these steps to create teams and assign agents to these teams in Corefactors CRM.
- Click on the Ticket Configuration button present in the top right corner of the Support Box.
- Select Group Configuration.
- Click on the Add Team option.
- Enter the Team Name and description (optional), select members who are part of the team, and select the team lead.
- Click Save.
- Now you will need to add the topics under this newly created team.
- Click on the Topic sub-tab under Group Configuration.
- Click on Add Topic.
- Enter the Topic Name, The team it comes under, and the SLA setting (insert link to SLA FAQ.)
- Click Save.
You can create multiple topics in this manner and these updates will be reflected in the Ticket Info section.