How to Add a CRM Queue in SupportLogic UI

Steps to Add a CRM Queue

Step 1: Check Case Association

• First, verify whether any cases are associated with the missing CRM queue in your CRM system.

• If cases are associated, check if those cases are visible in the SupportLogic UI.

• Note: SupportLogic only ingests queues that have at least one case associated with them.

Step 2: Go to Assignment Queue Page

• Navigate to the Assignment Queue page in the SupportLogic UI.

• In the CRM Queue section, click on Add CRM Queue.

Step 3: Search for the Queue

• Try searching for the queue using its name.

• If the queue name does not populate, proceed to Step 4.

Step 4: Search Using Queue ID

• Request the Queue ID from your CRM administrator.

• Use the Queue ID to search and add the CRM queue.

Step 5: Reference Screenshot

• Please refer to the screenshot below for visual guidance on where and how to add the CRM queue in the UI.