When you snooze a case, it is no longer visible in your inbox, but you can easily find your snoozed cases using the Advanced Search. Head on over to the Advanced Case Search For Rep, choose yourself For Status, choose "Snoozing" Click Search!
With FuseDesk's outbound dialer, you and your team can one-click call customers right from within FuseDesk and a note about the call is automatically saved to the case and to the contact's record in Infusionsoft. Simply click on the contact's phone number in a case and we'll initiate an outbound call right in your browser. [...]
FuseDesk now supports more Bulk Actions than ever before when working with your help desk cases and support tickets. In addition to bulk changing case status, snoozing cases, and reassigning cases, you can now bulk Email Reply, run Infusionsoft Automation, apply Infusionsoft Tags, and bulk apply FuseDesk Case Tags - all right from your case queues! [...]
Last week we took a look at a case study involving Gavin and his attempt to secure new phone service. This week we'll break down the problems of the call and discuss solutions for each of them. The over eager representative Gavin’s first representative was kind and had a strong desire to be helpful. However, [...]
FuseDesk supports many leading voicemail and answering service providers in that when we get an email from your service, we’ll look in your Infusionsoft account for contacts with the phone number the call came from. If we find one contact (and only one), we’ll link the email up automatically. If not, the email will still [...]
Today let’s take a look at a case from real life and see what we can learn from it. Gavin recently tried to switch cell phone providers. He was very excited because the new provider he had chosen offered a better value for his money. However, when he went to activate his new service, he [...]
When you and your team are developing guidelines and parameters for solutions to customers’ needs, whose standards are you measuring by? It’s very easy to begin shaping these standards with the intention of keeping the customer happy, but it’s very easy to become distracted by other issues, like cost. While profitability is what will keep [...]
If you ever receive emails from clients on your personal email and want to forward it to FuseDesk so it can be set up as a case, there is now an easy way to go about doing that! In the past, forwarding emails from your personal account would create a case under your name instead of the [...]
With Campaign Builder you can create and open cases via an HTTP post that will feed right into FuseDesk. Just follow these steps: In Campaign Builder, create a new campaign, name and save it. You can add a Welcome email, Apply tags, etc. Then, grab HTTP Post under Process. In Post URL enter https://YOURAPPNAME.fusedesk.com/api/v1/cases Under [...]
Great news! You can fully integrate your chat functionality with FuseDesk and it is really simple to do. The goal would be to have each chat feed into FuseDesk after the chat is completed as a case for additional support team follow up and moreover, Infusionsoft contact record documentation. All you need to do is [...]
