I understand that I can create tickets via the Helpdesk app, but what is the role of it in a company and how can I use it in a practical way to manage my common workflows?
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Most of the time the role of the Helpdesk app in a company can be in one of the following major workflow:
- Post-Sale Services: these services happen after a sale has been made:
- Billing: used to offer refunds, and discounts, and troubleshoot any billing issues.
- Product Damages: used to handle any product damages and warranties.
- On-Site Help: used to send engineers/technicians to the customer’s location.
- Product Defects: used to handle returns, refunds, and managing issues due to manufacturer defects.
- FAQ/Help Center/eLearning: used to provide essential information for the customers.
- Pre-Sale Activities: these activities are usually used before a sale or a customer has been acquired:
- Convert to Lead: convert a received ticket into a lead and possibly a customer, after that.
- Internal Company workflows: used to create internal company teams and workflows:
- Different Teams: different teams can have:
- Specific SLAs.
- Unique email aliases.
- Limited access rights for certain actions.
- Customer Ratings.
- Track & Bill Time: used to track the time consumed on a ticket using Timesheets and possibly billing that time to the customer.
- Reporting and Analysis: used for creating internal reports to track data like:
- SLAs.
- Customer Ratings.
- Time & Billing.
- Ticket Analysis.
The following diagram shows the core uses of the Helpdesk app:
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