GoHighLevel users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting GoHighLevel during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from the welcome screen under App Setup. Connecting GoHighLevel after Onboarding If you have already completed your FuseDesk onboarding and you Keep Reading...
If your team is used to organizing your cases by case priority, you can organize your cases in FuseDesk in much the same way. To assign a High, Medium, Low Priority to a case, you'll simply assign a Case Tag. You can even create your own custom Priority case tags on the fly right from Keep Reading...
In FuseDesk, individual cases can have Case Tags which are helpful in 3 ways. First, organizationally, case tags let you organize your cases so at a glance you can see what your cases are about right from a Case Queue. In your Workflows, you can even organize your cases into Workflow stages or columns based Keep Reading...
Ontraport users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Ontraport during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Ontraport after Onboarding If you have already completed your FuseDesk onboarding and you want to Keep Reading...
Infusionsoft by Keap users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting Infusionsoft by Keap during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting Infusionsoft by Keap after Onboarding If you have already completed your Keep Reading...
ActiveCampaign users can easily connect FuseDesk to leverage our powerful deep CRM integrations. Connecting ActiveCampaign during Setup If you're setting up your FuseDesk app for the first time, simply click "Connect to a CRM" from sidebar under App Setup. Connecting ActiveCampaign after Onboarding If you have already completed your FuseDesk onboarding and you want to Keep Reading...
If you have created an email template in Infusionsoft / Keap and you'd like to import it into FuseDesk, you can do so easily from the Email Template Editor. Head into Settings, Templates, and then Email Templates. From there, click on the Import button. You'll now see a list of all templates in your CRM Keep Reading...
FuseDesk can automatically follow up with your customers after you close their case and ask them for feedback. Simple head to Departments under Settings and select a department to configure. Head on down to Ratings and Feedback. The Feedback Delay determines how long after a case is closed you’d like us to ask for feedback. By default Keep Reading...
To help you focus on actual emails from real prospects and customers, we have a number of built in automatic filters in FuseDesk to detect and ignore auto-responders, auto-generated emails, and out of office like emails. Any emails that look like these kind of automated emails will be discarded into the Trash for you. Specifically, Keep Reading...
Once you've installed FuseDesk's free WordPress plugin, to allow folks to open a new support case, use the [fusedesk_newcase] shortcode on a page. This will display a form to create a new case. [fusedesk_newcase] works perfectly by itself, but also supports the following optional parameters: department: The ID of the department to assign the case Keep Reading...
