{"id":155926,"date":"2021-12-20T19:03:32","date_gmt":"2021-12-20T19:03:32","guid":{"rendered":"https:\/\/onedesk.com\/videos\/onedesk-erste-schritte-kundenmanagement\/"},"modified":"2022-06-21T14:58:29","modified_gmt":"2022-06-21T14:58:29","slug":"onedesk-erste-schritte-kundenmanagement","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/de\/videos\/onedesk-erste-schritte-kundenmanagement\/","title":{"rendered":"OneDesk &#8211; Erste Schritte: Kundenverwaltung"},"content":{"rendered":"<h2>Abschrift:<\/h2>\n<p>In OneDesk k\u00f6nnen Sie steuern, wie Sie mit Ihren Kunden interagieren und diese verwalten.<\/p>\n<p>In der Kundenanwendung k\u00f6nnen Sie sowohl Kunden als auch Kundenorganisationen verwalten.<\/p>\n<p>\u00d6ffnen wir den Detailbereich einer Kundenorganisation, indem wir auf den Organisationsnamen doppelklicken. Von hier aus k\u00f6nnen wir eine E-Mail-Dom\u00e4ne oder mehrere E-Mail-Dom\u00e4nen hinzuf\u00fcgen, die dieser Organisation zugeordnet sind. Neue Kunden aus dieser E-Mail-Domain werden automatisch der richtigen Organisation hinzugef\u00fcgt.<\/p>\n<p>Sie k\u00f6nnen auch ausw\u00e4hlen, wie Tickets oder Aufgaben von dieser Kundenorganisation automatisch weitergeleitet werden. Weisen Sie sie bestimmten Agenten, Teams, Projekten, SLAs und mehr zu.<\/p>\n<p>Sie k\u00f6nnen auch Projekte mit der Kundenorganisation teilen. Abh\u00e4ngig von Ihren Einstellungen in den Kunden-Apps k\u00f6nnen Kunden dadurch Zugriff auf die Tickets und Aufgaben in diesen Projekten erhalten.<\/p>\n<p>Unter der Kundenorganisation k\u00f6nnen Sie einzelne Kundenkonten hinzuf\u00fcgen. Wir k\u00f6nnen auch das Detailfenster eines Kunden \u00f6ffnen. Hier k\u00f6nnen wir die Kundeninformationen bearbeiten, uns durchklicken, um die angeforderten Artikel anzuzeigen, ihre verfolgten Projekte anzuzeigen und vieles mehr.<\/p>\n<p>Als Administrator k\u00f6nnen Sie auf die Kundeneinstellungen zugreifen, indem Sie auf Weitere Anwendungen und dann auf Verwaltung klicken. Hier k\u00f6nnen Sie Ihre Kundentypen verwalten und benutzerdefinierte Felder erstellen und zu Ihren Kunden- und Kundenorganisationsdatens\u00e4tzen hinzuf\u00fcgen.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Abschrift: In OneDesk k\u00f6nnen Sie steuern, wie Sie mit Ihren Kunden interagieren und diese verwalten. In der Kundenanwendung k\u00f6nnen Sie sowohl Kunden als auch Kundenorganisationen verwalten. \u00d6ffnen wir den Detailbereich einer Kundenorganisation, indem wir auf den Organisationsnamen doppelklicken. Von hier aus k\u00f6nnen wir eine E-Mail-Dom\u00e4ne oder mehrere E-Mail-Dom\u00e4nen hinzuf\u00fcgen, die dieser Organisation zugeordnet sind. Neue [&hellip;]<\/p>\n","protected":false},"author":27,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","_crdt_document":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}}},"aiovg_categories":[9750],"aiovg_tags":[],"class_list":["post-155926","aiovg_videos","type-aiovg_videos","status-publish","has-post-thumbnail","hentry","aiovg_categories-customer-organizations"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.4) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Kundenmanagement | Erste Schritte | OneDesk Helpdesk- und PM-App<\/title>\n<meta name=\"description\" content=\"Mit OneDesk k\u00f6nnen Sie Ihre Kunden \u00fcber eine CRM-Anwendung verwalten. 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