How to automatically create deals & tickets in Saletend

Hope you're settling in well with Saletend! We're excited to show you how you can take your efficiency to the next level by using the Move Rule to automate ticket and deal creation.

How to Get Started:

1. Connect Your Inboxes: If you haven't already, make sure your inboxes are connected to Saletend.
2. Navigate: Go to Profile > Team Inbox and click on the inbox you want to automate.
3. Set Automation Rules: Here, you can set new messages to automatically create deals or tickets.

Why Automate?

• Customer Service Efficiency: For existing customer service channels, automatically creating tickets with the Move Rule is a game-changer. Your team can effortlessly manage incoming requests, ensuring no customer is left waiting.

• Sales Channel Optimization: For sales channels, automatically creating deals is a no-brainer. People contacting you via Facebook, Instagram, or email are potential leads. By automatically turning these messages into deals, your sales team can track and close more efficiently.

By setting up these automations, you're freeing up valuable time to focus on what really matters – growing your business and keeping your customers happy.

When You Shouldn’t Automate

Not every shared inbox should be automated. For example, a general “info@yourdomain.com” email address is going to get a ton of email you don’t want to create tickets or deals for automatically. Setting up a move rule will often create more work than it saves for channels like this.

Give the Move Rule function a try and see how much smoother your workflow can be with Saletend!