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Moving Tickets to Another Pipeline

Last edited 311 days ago by Rachel Hyland.

Moving Tickets to Another Pipeline

When transferring tickets to another pipeline, it is crucial to follow the proper steps to ensure they reach the right team.

After taking all necessary actions, including leaving any notes, sending emails and updating ticket properties, update the ticket status to move to another pipeline.
Complete all required ticket properties.
Ticket Department - Indicate what department the ticket should be moved to.
Category - Corresponds with the Ticket Department.
BOps State - Primary state if applicable.
CDN Province - Primary province if applicable.
Click Save.

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⚠️ After clicking Save, the ticket will move to the designated pipeline. No further actions or modifications are necessary.

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