Announcement
Dismiss
Athena
Intelligence. Insight. Strategy.
®
Helpdesk
Dashboard
OmniHub
Admin
Board
Local
Search
Board
Tree
+ New task
Notifications
0
Logout
Signed out
Please sign in to continue.
Sign in
Use Local mode
Sign in
✕
Username or email
Password
Cancel
Login
Helpdesk
✕
New ticket
My tickets
Title
Request type
Select…
Bug
New feature
Data request
Access request
Question
Other
Board / area
Not board-specific
Description
Tags (optional)
Attachments (optional)
Attachment type
Select type…
Helpdesk attachment
Lead list (Warehouse import)
RFP / Proposal docs
Lead list type
Select…
B2B
B2C
Unknown
If you’re uploading a lead list, pick “Lead list (Warehouse import)” so it can be imported into the Warehouse later.
My tickets
Refresh
Select a ticket
Select a ticket
Pick one from the left to view details and reply.
Tip: hit Refresh to pull latest tickets.
Conversation
Add a reply
Send reply
Cancel
Submit
Notifications
✕
Mark all read
Preferences
Done
Notification Preferences
✕
In-app: Assigned
On
Off
In-app: Moved
On
Off
In-app: Updated
On
Off
Email: Assigned
On
Off
Email: Moved
On
Off
Email: Updated
On
Off
Digest enabled
On
Off
Digest hour (local)
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
Email notifications require server email configuration (SMTP/SES). If email is not configured, toggles will save but no email will be sent.
Cancel
Save
Admin
✕
Task
✕
Title
Status
Priority
P0 (critical)
P1 (high)
P2 (normal)
P3 (low)
Due
Assignee
Unassigned
Imported (Jira)
Issue key
Issue type
Jira status
Jira priority
Assignee (Jira)
Reporter
Creator
Resolution
Created
Updated
Resolved
Due date (Jira)
Parent
Tags
Add
Record details
Carrier name
Deadline
Commission support contact name
Commission phone
Commission email
Commission portal URL
Agency admin portal URL
Product name
Product type
Plan type
—
PPO
HMO
Funding type
Product email
Product site URL
Sales support contact name
Sales phone
Sales email
Agent portal URL
Sales submission process
Submission portal URL
Average quote time
Type
—
Group
Individual
Both
Vertical
—
Health
Dental
Vision
Life
Accident
Critical Illness
Supplementary
Annual claims history
Stop/Loss protection
Product highlights
Minimum lives
UI sales priority
Company name
State
Contact name
Contact phone
Contact email
Website
URL link
Lead details
Company
Lead source
Name
Industry
Company website
Company size (# employees)
Annual earnings
HQ location address
Principal DM & title
Renewal date
Carriers
Select carriers…
▾
Business interest
Select interests…
▾
Appointment type
—
1st Appointment Follow Up
Review Solution Appt
Contract Negotiation/Close
# of lives
Potential rev
Census status
—
Requested
Received
Incomplete
Requested (date)
Submitted to carrier (date)
Quote received (date)
Quote delivered (date)
Contact log (chronological)
Description
Sub-Tasks
Add
Attachments
Comments
History
Delete
Cancel
Save
＋
