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Core

Support & Service Desk

Run a support desk your clients actually like.

4 lessons31 min

Lessons

Lessons

  1. 1.

    Support Tickets: Intake to Resolution

    Raising a ticket, the four priorities, the five statuses it moves through, replying, and closing it properly.

    3 min
  2. 2.

    Assigning Tickets and Setting Priority

    Putting a name on every ticket, what the four priorities are actually for, and why an unassigned queue is the thing that breaks a helpdesk.

    3 min
  3. 3.

    Working the Queue: Statuses and Categories

    The five statuses and what each one means, using categories so the queue tells you where your problems come from, and the difference between resolved and closed.

    3 min
  4. 4.

    What the Ticket Queue Is For, and What It Is Not

    The queue is internal: your own people raising and resolving. A ticket has no client and no project and nothing billable, so here is how to handle a client-reported problem across the CRM and the queue without inventing a link that is not there.

    3 min