How Do I Record Professional Services?

How Do I Record Professional Services?

This KB only applies to authorized Sales Cookie operators.

To record delivered professional services, follow these steps:

1. Go to Debug > Impersonate
   1. Login to the customer's account
2. Go to Debug > Log Service
3. Complete the form
   1. Service Type = type of service delivered
   2. Title = overall summary of service (visible to customers)
   3. Description = use dashes with space
   4. Hours spent = time spent in 0.5 hour increments
4. Click on Log Hours