{"id":155931,"date":"2021-12-20T19:03:35","date_gmt":"2021-12-20T19:03:35","guid":{"rendered":"https:\/\/onedesk.com\/videos\/onedesk-getting-started-customer-management\/"},"modified":"2022-06-21T14:57:13","modified_gmt":"2022-06-21T14:57:13","slug":"onedesk-getting-started-customer-management","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/es\/videos\/onedesk-getting-started-customer-management\/","title":{"rendered":"OneDesk – Primeros pasos: Gesti\u00f3n de clientes"},"content":{"rendered":"

Transcripci\u00f3n:<\/h2>\n

En OneDesk, puede controlar la forma en que interact\u00faa con sus clientes y los administra.<\/p>\n

En la Aplicaci\u00f3n de cliente, puede administrar tanto clientes como organizaciones de clientes.<\/p>\n

Abramos el panel de detalles de la organizaci\u00f3n de un cliente haciendo doble clic en el nombre de la organizaci\u00f3n. Desde aqu\u00ed podemos agregar un dominio de correo electr\u00f3nico o varios dominios de correo electr\u00f3nico asociados con esta organizaci\u00f3n. Los nuevos clientes de este dominio de correo electr\u00f3nico se agregar\u00e1n autom\u00e1ticamente a la organizaci\u00f3n correcta.<\/p>\n

Tambi\u00e9n puede elegir c\u00f3mo enrutar autom\u00e1ticamente cualquier ticket o tarea de esta organizaci\u00f3n de cliente. As\u00edgnelos a agentes, equipos, proyectos, SLA espec\u00edficos y m\u00e1s.<\/p>\n

Tambi\u00e9n puede compartir proyectos con la organizaci\u00f3n del cliente. Dependiendo de su configuraci\u00f3n en las aplicaciones del cliente, esto puede darles a los clientes acceso a los tickets y tareas en estos proyectos.<\/p>\n

En la organizaci\u00f3n del cliente, puede agregar cuentas de clientes individuales. Tambi\u00e9n podemos abrir el panel de detalles de un cliente. Aqu\u00ed, podemos editar la informaci\u00f3n del cliente, hacer clic para ver los art\u00edculos que solicitaron, ver sus proyectos seguidos y m\u00e1s.<\/p>\n

Como administrador, puede acceder a la configuraci\u00f3n del cliente haciendo clic en M\u00e1s aplicaciones y luego en Administraci\u00f3n. Aqu\u00ed, puede administrar sus tipos de clientes y crear y agregar campos personalizados a sus registros de clientes y organizaciones de clientes.<\/p>\n","protected":false},"excerpt":{"rendered":"

Transcripci\u00f3n: En OneDesk, puede controlar la forma en que interact\u00faa con sus clientes y los administra. En la Aplicaci\u00f3n de cliente, puede administrar tanto clientes como organizaciones de clientes. Abramos el panel de detalles de la organizaci\u00f3n de un cliente haciendo doble clic en el nombre de la organizaci\u00f3n. Desde aqu\u00ed podemos agregar un dominio […]<\/p>\n","protected":false},"author":27,"comment_status":"closed","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","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-155931","aiovg_videos","type-aiovg_videos","status-publish","has-post-thumbnail","hentry","aiovg_categories-customer-organizations"],"yoast_head":"\nGesti\u00f3n de clientes | Comenzando | Aplicaci\u00f3n OneDesk Helpdesk & PM<\/title>\n<meta name=\"description\" content=\"OneDesk le permite administrar a sus clientes a trav\u00e9s de una aplicaci\u00f3n CRM. 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