How to Add a Company & Its Associated Contacts
In ProProfs Help Desk, you can segment your incoming tickets based on companies. Also, you can add new contacts if they belong to a company. Thus, making it easier to organize your tickets.
Benefits of adding new companies and associating contacts with them:
Organize tickets belonging to the same company and contact at one place
Streamline the ticket resolution process
Reduce spam tickets
Here’s a preview of a company & its associated contacts added to the ProProfs Help Desk:
In this article, you’ll learn:
How to Add a Company
Step 1: Go to Contacts on your ProProfs Help Desk dashboard.
Step 2: Click New Company.
Step 3: Follow the screenshot instructions.
1. Add Logo: Upload the company logo for easy identification.
2. Company Name: Enter the company’s name
3. Description: Describe the company.
4. Notes: Add any recent info regarding the company in this section.
5. Company Domain: Provide the company’s domain.
Click Save to complete the addition.
Step 4: After adding the company, you can click on the three dots or the kebab menu icon to Edit or change the company’s status.
How to Add Contacts to a Company
Step 1: On your ProProfs Help Desk Dashboard, go to Contacts.
Step 2: Click Contacts on the left panel on the new screen.
Step 3: Click New Contact.
Step 4: Fill in the contact details, select the company you want to associate with, and click Save.
You have successfully added the new contact. The contact will access the Help Desk portal to create new tickets for the company.
That is all about Company & Contacts in the ProProfs Help Desk.