How to transfer a ticket from CDK to Autoflow
Step 1:
- Once a ticket has been created in CDK go to Autoflow
- Select “Add Customer”
Step 2:
- Select whether you would like to search by RO Number or Phone Number (We recommend RO Number) and Search.
- The information will populate on the screen, verify this is the ticket you would like to transfer.
- Select “Add to dashboard” at the bottom of the RO information.
- The ticket is now on your “Active Customer” screen.
