How do I create a support ticket?

You can create a support ticket by selecting Create a Support Ticket through the Tilly link on the bottom right in any page of the platform, or the link at the bottom of any page in the Knowledge Base.

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• How long does it take to get a response from a support ticket?

  Tickets and messages will normally have a response by the end of the next business day.

• How do I create an Investment?

  To create a new Investment, you'll need to have already created the Opportunity. Select the Opportunity for which you wish to create an Investment. Click on NEW + (top right pane). Enter the Section Name that defines this particular part of the ...

• How do I create an Opportunity?

  Click on the Contact associated to your project. 1. Click on NEW + (top right pane). 2. Enter Opportunity name. a. This is what you want to call the overall name for this project. b. You can enter a separate Job Section name later. 3. Select Lead ...

• How do I create a contact?

  Click on the Contacts tab on the left-hand menu. Click on +NEW (top right). Enter all the General Information paying attention to the required fields. The Company field is likely only necessary for a B2B relationship such as a builder or designer. ...

• How do I create a Retainer Agreement?

  Once you are finished editing the Investment Analysis Template, use the Up arrow ↑ at the bottom left or scroll back to the top of the page and click the VALIDATE button to verify all categories with quantities have a Price Level selection. The ...