Pixie CRM guided video tutorial
Create and verify a ticket service
Recorded live · 1:23 · English captions
Create and verify a ticket service: live walkthrough
Create and verify a ticket priority
Create and verify a predefined support replyMore videos in this category · Read the matching instructions
Create a Pixie CRM ticket service with live clicks. Enter its label, save the new option and reopen the Edit form to verify that the name is retained.
Matching written guide · Download MP4 · English captions
The service label is a fictional training example in the disposable workspace. No ticket is created or changed, no customer message is sent and no billing or response-time commitment is created.
Watch this tutorial on YouTube ↗ · Related Pixie CRM tutorials ↗
Video chapters
- 0:00 — Open a new ticket service
- 0:17 — Enter a clear service label
- 0:32 — Save and review the new option
- 0:47 — Reopen and verify the retained label
- 1:02 — Continue with related Pixie CRM tutorials
Read the video transcript
Create a ticket service in Pixie CRM. Open Services from Setup and Support, then choose New Service. Ticket services classify the topic of a support request; this example adds a training option without creating a ticket.
Enter Website guidance, marked as Training. Choose a label that your team can use consistently when classifying support requests. This service label is separate from a priced invoice item or a mailbox connection.
Choose Save and confirm the new service in the list. The service option is stored for future support tickets. No ticket is created, no customer is contacted and no billing record is added.
Open the saved service using its name link. The training label is retained in the Edit form. Review your existing service labels before adding more, then choose the appropriate service when logging a real support request.
Follow the written instructions
Open the matching written guide ↗ · Browse all Pixie CRM video guides