How to Setup Notion for Customer Support

[@tclemens09]

Best Notion vids on KZbin. Thank you! Would love to see your take on an integrated expense tracker.

[@OptiOppNotion]

Thank you! Okay, will keep that in mind for future videos.

[@selidasolutions]

Another detailed video and a great use case for businesses!

[@OptiOppNotion]

Thanks Selida!

[@Smaffs59]

Ben I found your CRM video and subscribed and this video is exactly what I am initially trying to achieve. However, the solving of support cases is quite complex for one of our clients so we need to have a set process depending upon the type of issue. In fact it is very similar to a deal in CRM, stages and processes and tasks. What I really need is to monitor the actual time spent on solving issues, so every task, every meeting, phone call, case review. How is it best achieved. The reason I need to do this is that we deal with energy suppliers so when customers have issues with their energy invoicing we need to be able to show the client just how much time it takes to resolve. If you use the same logic on the CRM it would show how much time you are spending on every deal.

[@OptiOppNotion]

Looks like you found my client portal video. Sounds like that’s a better fit for what you’re looking for.

[@kevynlopez6831]

Hello Ben, I really love your channel. All info you're sharing with us is amazing. Could you please teach us how to handling invoicing using notion? Love you bro.

[@OptiOppNotion]

That's actually the next video I'm working on! I have something special cooked up for you guys on invoicing.

[@pascalknuth5190]

Great video thank you :) is there a way for mapping relationship fields? For example if I ad a task I want to automatically add the related account to that task. Maybe via hidden field or automations ?

[@OptiOppNotion]

Yes, but it would have to be done with either Zapier or Make.

[@Itandrewhk]

Thanks for the video, I thought you would provide a link to the template for this support database. I also saw you are doing a 50% discount for the sales CRM with other features. Will you be going the details of those features in the future.

[@OptiOppNotion]

You’re welcome! We build it together during the video so I didn’t believe that was necessary. If you you’d like a more comprehensive support database connected to the OptiOpp CRM, you can get the professional version!