How to Set Up (a Simple Version of) Zoho Desk
Is Zoho Desk Overkill For You?
6 Topics
Introducing Zoho Desk
Question 1: What is Your Customer Request/Inquiry Volume?
Question 2: Where Do Your Support Requests Come From?
Question 3: Do You Receive the Same Questions Over and Over?
A Recap of What Desk Offers
Quick Tips if You’re Switching from Freshdesk or Zendesk
Getting Tickets into Desk
9 Topics
Set up a Support Email
Sending Emails FROM the Support Email
SPF and DKIM Certification
A Form Submission on Your Site
A Phone Call
Live Chat on Your Site
Ticket Creation Through Social Media
Create Tickets Using Other Zoho Apps and Triggers
Import Tickets to Zoho Desk
Setting Up the Rest of the Basics
9 Topics
Add Users to Desk
What are Departments and Teams?
Manual Ticket Assignment and Ticket Statuses
Collaborating on Tickets
Create Custom Views in Zoho Desk
Module Customization
Set up the CRM-Desk Integration
Set Up Your First Assignment Rule
Other Settings
Workflow Rules and Blueprints
6 Topics
Notification Rules
Workflow Rules
Supervision Rules
Savings Your Reps Time with Zoho Desk Blueprints
Building Our First Zoho Desk Blueprint
Testing and Implementing Our Zoho Desk Blueprint
Zoho Desk Customer Portal
5 Topics
What is a Customer Portal?
Is a Customer Portal overkill for you?
Is a Customer Portal NOT ENOUGH for you?
Customer Portal setup
Robust Zoho Customer Portals by ZPortals
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What is a Customer Portal?
How to Set Up (a Simple Version of) Zoho Desk
Zoho Desk Customer Portal
What is a Customer Portal?
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How to Set Up (a Simple Version of) Zoho Desk
Zoho Desk Customer Portal
What is a Customer Portal?
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