helpdesk_mgmt_crm

Allow helpdesk agents to turn tickets into CRM opportunities while keeping both records linked and their conversations synchronized.

Key Features

helpdesk.ticket: Adds a smart button that counts linked opportunities and opens them in pipeline or form view for quick follow-up.
helpdesk.ticket: Extends the ticket search view with the linked opportunity field so salespeople can filter tickets by associated leads.
helpdesk.ticket: Provides a header action for sales users to launch the conversion to opportunity workflow directly from a ticket.
helpdesk.ticket.create.lead: Prefills ticket, salesperson, and team data to create an opportunity that inherits the ticket’s description and links back to the ticket.
helpdesk.ticket.create.lead: Copies followers and chatter messages from the ticket to the new opportunity and posts a confirmation note on the ticket for traceability.
crm.lead: Introduces a Helpdesk Ticket field on opportunity forms and searches so CRM users can trace each lead back to its originating ticket.