Table of Contents
Introducing a Customer Relationship Management (CRM) system into Bongo IoT’s support infrastructure is a strategic move to enhance accessibility and streamline customer interactions.
To See The Status Summary: #
To access the support the user needs to go
Then select CRM
![](https://bongoiot-helpdesk.com/wp-content/uploads/2024/03/Screenshot_36.png)
On the CRM, the user can do the following:
- Search: Search specific Issues
- Open: View the unsolved issues
- Close: View the solved issues
- Total: Total number of issues
![](https://bongoiot-helpdesk.com/wp-content/uploads/2024/03/Screenshot_37.png)
To Add Ticket: #
In Bongo IoT, tickets are primarily utilized for support purposes. Whenever users require any form of assistance, they are required to raise a ticket.
Click on
![](https://bongoiot-helpdesk.com/wp-content/uploads/2024/03/Screenshot_38.png)
Then click on CRM
![](https://bongoiot-helpdesk.com/wp-content/uploads/2024/03/Screenshot_39.png)
The user is required to select or enter the following information:
- Product: The managing or admin user, with multiple platform access, must select the relevant product.
- Problem Overview: Users need to provide a concise overview of the problem they’re encountering.
- Email: Mandatory entry of the user’s email address ensures receipt of updates via email.
- Description: Users should elaborate on their problem within the description field.
![](https://bongoiot-helpdesk.com/wp-content/uploads/2024/03/Screenshot_40.png)