How Do I Record Professional Services?
This KB only applies to authorized Sales Cookie operators.
To record delivered professional services, follow these steps:
- Go to Debug > Impersonate
- Login to the customer's account
- Go to Debug > Log Service
- Complete the form
- Service Type = type of service delivered
- Title = overall summary of service (visible to customers)
- Description = use dashes with space
- Hours spent = time spent in 0.5 hour increments
- Click on Log Hours
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