Steps to Create a Case in Freshdesk for Inbound Call

Modified on Wed, 1 Oct, 2025 at 1:52 PM


  1. Click ➕ New → New Ticket

  2. Add Contact Details

    • Customer’s name

    • Email or phone number

  3. Set Source → Phone

  4. Update Subject→ e.g Product Complaint

  5. Set Status → Open

  6. Set Priority → Low

  7. Select Group → EDG - Brands

  8. Assign Agent → Choose your name

  9. Fill in Description

    • Reason why the customer contacted us

    • What you informed or did

    • Next action (if any)

  10. Set FF_Contact_Reasons → e.g Product Complaint

  11. Set FF_Contact_Reasons 1 → e.g., Sample Eggs

  12. Set FF_Contact_Reasons 2 → e.g., Sample Cracked Egg

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