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How to Create a Ticket with a Team on ExpertConnect

Written by Marcelle Bridi

Updated at July 23rd, 2026

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  • Getting Started for Advisors
  • Getting Started for Managers
  • Ticket Functionality
    Basic Ticket Functionality Advanced Ticket Functionality
  • Contact Management
  • Insights
  • Manage Team Settings
    Team Settings VoiceHub Settings Chat Settings EmailHub Settings WhatsApp
  • Manage Company Settings
  • Admin Page Settings
  • Integrations
  • Mobile App Functionality
  • Best Practices
  • Troubleshooting
  • FAQ's
+ More

Table of Contents

Overview Important: When you open a ticket with another dealer or dealer team, the ticket will be created with you as the customer, not as the advisor on that ticket. Prerequisite: Add the Team to Your Contact List Steps Creating a Ticket with the Team What Happens If the Team Is Hidden? How to Resolve This Need Help? Summary
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team collaboration ticketing

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  • Invite Contacts to a Team
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