If I’m fielding a customer service call from an unknown contact, but current business customer (think store owner for multi-store brand), is it possible to create a new contact in a ticket? I do not have HS call integration.
Hi @GeoffreyScott,
Yes, you can add new contacts to a ticket at any time – either by associating an existing contact or by creating a new one right in the sidebar of the ticket:
All information shown is fictional.
Hope this helps!
Hi @GeoffreyScott ,
yes you can associate a new contact to an existing ticket.
Click ticket name > On the left side on contact tab, click +Add > Click Associate new tab and creae a n contact
Hope this helps!
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Thanks and Regards.