Q: Any tips on setting "Account Managers" for select clients?

2 Comments

  • Shayan Moussawi

    Hello Jeremy,

    The new Lookup relationship field type might be of help here:

    You can use it to link Tickets, Users, Organizations with one another.

    You could define a Lookup relationship field on an organization level or on a Ticket level - and then link it to the respective Account Manager agents. Your agents will then be able to choose between the respective account managers in either the Ticket or the Organization panel, depending on setup.

    You could then setup Triggers to notify the account manager whenever a new comment is made to a Ticket relating to him.

    Refer to this link for instructions: https://support.zendesk.com/hc/en-us/articles/4591924111770-Using-lookup-relationship-fields

    The rollout for this feature end at August 1, so you might have to wait just a bit until this feature is available for you.

    1
  • Jeremy (Customer Support)

    That sounds perfect! I'll be trying it out next week, thank you so much for the suggestion!

    0

Please sign in to leave a comment.

Powered by Zendesk