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Find answers, guides, and helpful resources to get the most from TicketDesk.

Frequently Asked Questions

Find Answers Fast.

Browse common questions and answers about using TicketDesk, managing your account, and getting the most from the platform.

FAQ TOPICS

TicketDesk Web App

Web App User Portal Login

This video reviews the user login to access their portal account and submit a ticket (non CRM version).

https://youtu.be/ylhrpZnHO1c

Adding an Agent to an Organization

This video reviews adding an Agent to an Organization account (same process for CRM App version). Your Role must be an ADMIN to perform this task.

https://youtu.be/OBLyTpxjOfQ

Adding a Custom Channel & Workflow

This video reviews adding a a Custom Channel & Workflow (same process for CRM App version). Your Role must be an ADMIN to perform this task and your account must be at least a PRO plan.

https://youtu.be/H83b50eNETc

TicketDesk CRM App

CRM-App Installation & QuickStart

This video reviews the installation and basic operation of TicketDesk for the CRM.

https://youtu.be/pmhsM-QcwLg?si=sc4jVnoG72-ilWjC

CRM-App Quick Start Guide

Click on the link for a CRM Quickstart guide for basic operation of TicketDesk for the CRM.

https://goticketdesk.com/crm-quickstart

Resources & Guides

Learn. Setup. Go.

Practical resources to help you get started and make the most of TicketDesk.

QuickStart Guides

COMING SOON: Helpful guides, reference materials, and other resources available for download.

Downloads

COMING SOON: Helpful guides, reference materials, and other resources available for download.

User Manual

The following is a link to the TicketDesk User Manual website.

https://docs.google.com/document/u/3/d/e/2PACX-1vTFnN6d2wOPzwHomCX_gaoP-5eq3_e30dmRtQC9Wx-gGmn52fd525OIG8nL8IfNm1_Sjew5swfTW24y/pub#h.gygamimhr9lp

How-To Guides

COMING SOON: Practical instructions for configuring TicketDesk and managing your support operation.

Training Videos

COMING SOON: Short, focused videos covering key features, workflows, and common tasks.

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