Support Ticketing Archives - The Workflow Academy

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Is Zoho Desk Overkill For You? 6 Topics

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0% Complete 0/6 Steps

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

Lesson Content

0% Complete 0/9 Steps

Set up a Support Email

Sending Emails FROM the Support Email

SPF and DKIM Certification

A Form Submission on Your Site

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

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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

Workflow Rules and Blueprints 6 Topics

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Notification 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

Lesson Content

0% Complete 0/5 Steps

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