for more understanding between end customer and consultant.
The ticket system, its overview and the view in the CRM area are popular. Tickets can now be displayed in the portal. The end customer in the portal can create tickets themselves or receive them from employees. If a ticket is commented on, it can be decided for each comment whether the end customer should see this comment in the end customer portal or not. Which elements are visible to the end customer and which are not is marked by a small share icon on the comments and attachments.
Tickets in the portal
Ticket view in portal
Ticket system view
Consultants as tiles
Important information such as address and distance to the lead is displayed.
Info card
Info card shows the utilization and location of the consultants in color.
Consultants in the zip code area
This map shows all available consultants in the zip code area.
