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Zoho Desk Team Training | Admin
Day 1 | Setup
Welcome! (0:45)
👉 INVITE YOUR TEAM 👈 (2:38)
Step 2 - How to Access Zoho Desk (2:54)
Step 3 - How to Set Up Your Email (6:37)
Step 4 - How to Add Users (4:07)
Step 5 - How to Add Departments (3:50)
Step 6 - How to Add Teams (6:16)
Step 7 - How to Add All Your Contacts (13:51)
Step 8 - Give feedback. Improve the program.
Day 2 | Basic Training
Day 2 (0:25)
Zoho Desk workflow (10:43)
How to status tickets (3:42)
How to prioritize tickets (2:31)
How to manage tickets (2:49)
How to collaborate on a ticket (3:54)
How to merge tickets (4:29)
How to search for and organize your tickets (9:52)
How to change and use ticket views (6:38)
How to create custom views (3:46)
How to access contact and account information (5:42)
How to add articles to the knowledge base (9:15)
Day 3 | Customization and Configuration
Day 3 (0:50)
How to customize field layouts (7:02)
How to create custom lookup fields (2:51)
How to track customer happiness (0:59)
How to create reports and dashboards (13:18)
How to integrate with other applications (18:18)
How to set up business hours (7:37)
How to set up products (0:48)
How to set up custom modules (1:37)
How to set up instant messaging (1:07)
How to organize your knowledge base (1:44)
How to enable self-help tools for your customers (1:58)
How to enable chat on your website (0:30)
Day 4 | Automation
How to create automations (6:04)
How to automatically assign tickets (8:24)
How to set up skill-based ticket assignment (2:17)
How to set up SLA's (8:06)
How to set up blueprints (4:14)
How to create scheduled automations (0:55)
How to create custom lookup fields
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