C
Cameron Farias
I feel it should be fairly easy to create some sort of a help desk in GHL. Its not far off from being able to rig one together using pipelines, forms, opportunities, custom fields, etc. The only shortcoming stopping the creation of a full-fledged ticketing system is the transcripts, but there is the documents tab per contact where ticket transcriptions can be automatically saved and bound to the contact. There are 2 ways I can see this working very cleanly:
  1. Add the help desk to the client portal, this way it is also accessible in the Client Portal app (fairly self-explanatory)
  2. Just complete the circle I outlined above so we can jimmy rig a help desk together. The only functionality that is missing is the automated saving of transcripts.