Ticket Tracking Process Explained
Ticket Tracking Process Explained
Updated 8/13/20261 min read
Tickets in Hoicko CRM follow a three-stage lifecycle: creation and assignment, dashboard visibility, and status-driven resolution with automated notifications.
- Create — open a ticket from the Ticket tab or from an activity icon; fill the mandatory fields; optionally link it to a lead, inquiry, account, or contact.
- Track—ticket reports appear on the dashboard; assignees see only their own tasks; owners/managers see reports across related widgets.
- Resolve—the user works the ticket and updates its status; the due date determines the close date; status changes automatically trigger notifications.
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