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How do I setup Contracts for my customers?
Before you create a contract for a customer, you need to create various support plans in your organization. Support plan is highly essential to define the level of service offered to the customers by the Support team. This is to ensure that the ...
How can I delete a Support Rep in Zoho Support?
In Zoho Support you cannot delete a Support Rep from the system. However you can Deactivate a Support Rep. Follow the steps mentioned below to Deactivate a Support. Log into the Zoho Support with System Administrator's permission. Click Setup > Admin ...
What is Customer Support Portal?
The Customer Support Portal is a dedicated support area that allows your customers who wish not to contact the helpdesk due to reasons like long call queue and delayed e-mail response.
How can I add a Support Agent?
To add support agents, Goto Setup > Admin Settings > Support reps > Add Support Rep. Once you add a Support Rep, an invitation e-mail with the confirmation link would be sent to them. On confirmation, Support Rep is associated into your ...
How to hide Tabs for Support Agents?
To hide tabs for Support Reps, you have to first create a New Profile or Edit the Standard Profile under Setup > Admin Settings > Profiles and remove the tabs that are not required. Now associate this Profile to a Support Agent. Goto Setup > Admin ...