Adding your team and sharing the inbox

Adding teammates

1. In Inbox, press Team at the bottom of the menu beside the list.
2. Type their name and email and press Add and invite.
3. They get an email with a button that signs them in. After that they sign in at crm.swiftagentsites.com with their own email - no password.
4. Invite lost in their spam? Press Send invite again beside their name. Press Remove and their access ends at once.

Assigning tickets

On a ticket, choose someone under Assigned to and press Save. In the inbox, Mine shows each person their own tickets, and Nobody's shows what no one has picked up.

Internal notes

Write in the reply box and press Save as internal note. It stays on the ticket, marked with your name, and is never emailed.

Your reply target

On the Team page, set how many hours a reply may take (24 to start). Tickets waiting longer are marked overdue and gather in the Overdue view.

Customer ratings

When you reply and mark the ticket solved, your email ends with a one-click Great / Not great. The results show on Today, under Tickets.