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Upcoming webinar - Building your ideal Zendesk account - Part 1 Organizing your team

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Brett Bowser

Zendesk Community Manager

Posted Feb 25, 2025

Hey there Zendesk community, 

We’re excited to kick off our Zendesk essentials: Live tutorials series with our first webinar, Building your ideal Zendesk account - Part 1: Organizing your team, on March 4, 2025, at 11:00 AM CST. The webinar includes practical insights and demonstrations aimed at enhancing your customer support operations, followed by a live Q&A segment to address your specific questions.

Webinar overview

In this webinar, we will cover the following key topics:

The importance of planning your workflow

Understanding how to effectively plan your workflow is crucial for maximizing your Zendesk experience. We’ll discuss why a well-organized approach can lead to better customer interactions, improved team collaboration, and ultimately, higher customer satisfaction.

Key product features

We will dive into essential features that help you organize your team and streamline your support processes:

  • Roles: Learn how to assign roles to team members to ensure everyone has the appropriate access and responsibilities.
  • Groups: Discover how to create and manage groups to facilitate collaboration and improve response times.
  • Organizations: Explore how to set up and manage organizations within Zendesk, allowing you to group users and streamline support for different customer segments.
  • User and organization fields: Understand how to utilize organization and user fields to tailor your support experience and gain valuable insights into your customer base.

Hosts

Angi Butler, Portfolio Success Manager II
Shravanthi Narendran, Portfolio Success Manager II
 

What you’ll learn

  • Effective workflow planning to enhance customer support
  • Strategies for organizing teams and customers
  • Best practices for roles, groups, and organizations
  • Managing custom user and organization fields

Useful resources:

Don’t miss this opportunity to enhance your Zendesk experience. Sign up now to reserve your spot.

We look forward to seeing you there!


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