Managing Client Emails & Tickets
Streamlining communication for faster service
Learning Goals
- Use Email Lookup effectively
- Restructure email subject lines
- Create consistent tickets
- Improve search and retrieval
Demo Time!
See the process in action before you try it yourself. This walkthrough highlights the exact steps you'll need.
Watch carefully-these are the moves you'll be practicing next.
Play
Thanks for Watching!
You've just seen the process in action-great job sticking with it.
Before we dive into the hands-on practice, let's do a quick knowledge check to make sure the key steps are clear.
Ready?
Let's go!
Building Muscle Memory with Click Practice
On each screen, click the correct button or field based on the question.
Which button allows you to create a new ticket?
You got it. Great start!
Which button allows you to go to the specific policy in QQ?
Oops, not quite. Try again!
Which button allows you to create a new ticket?
Oops, not quite. Try again!
Which button allows you to create a new ticket?
Nailed it!
Which button allows you to go to the Service Inbox?
Oops! Give it another shot.
Which button allows you to go to the specific policy in QQ?
Oops! Give it another shot.
Which button allows you to go to the specific policy in QQ?
Great job! Keep going.
For the next activity, you will complete fill-in the-blank questions based on the demo video you've watched.
For additional support, you may also refer to the Service Manager [Demo] account. This will give you a live visual reference as you work through the questions.
Close, but not the one!
Which button allows you to go to the Service Inbox?
Close, but not the one!
Which button allows you to go to the Service Inbox?
00:45
00:45
00:45
00:45
00:45
Module 3 completed!
Managing Client Emails & Tickets (3/3/260)
Faye Dames
Created on March 3, 2026
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Transcript
Managing Client Emails & Tickets
Streamlining communication for faster service
Learning Goals
Demo Time!
See the process in action before you try it yourself. This walkthrough highlights the exact steps you'll need.
Watch carefully-these are the moves you'll be practicing next.
Play
Thanks for Watching!
You've just seen the process in action-great job sticking with it.
Before we dive into the hands-on practice, let's do a quick knowledge check to make sure the key steps are clear.
Ready?
Let's go!
Building Muscle Memory with Click Practice
On each screen, click the correct button or field based on the question.
Which button allows you to create a new ticket?
You got it. Great start!
Which button allows you to go to the specific policy in QQ?
Oops, not quite. Try again!
Which button allows you to create a new ticket?
Oops, not quite. Try again!
Which button allows you to create a new ticket?
Nailed it!
Which button allows you to go to the Service Inbox?
Oops! Give it another shot.
Which button allows you to go to the specific policy in QQ?
Oops! Give it another shot.
Which button allows you to go to the specific policy in QQ?
Great job! Keep going.
For the next activity, you will complete fill-in the-blank questions based on the demo video you've watched.
For additional support, you may also refer to the Service Manager [Demo] account. This will give you a live visual reference as you work through the questions.
Close, but not the one!
Which button allows you to go to the Service Inbox?
Close, but not the one!
Which button allows you to go to the Service Inbox?
00:45
00:45
00:45
00:45
00:45
Module 3 completed!