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How to use Contacts?
How to use Contacts? Do you want to create a database of your users, where you can get a complete overview of their details and activity? The SanityDesk’s Contacts section is the tool that can give you all of the above. Read this article and find out how simple it is to manage your contacts. Main features of the Contacts section The Contacts section is the information about all the users that you have in your Sanity Desk system. This database is synchronized with the contacts
[VIDEO] How to use Deals boards
How to use Deals boards Do you want to automatically turn your website visitors into sales leads? Or how about having a full overview of every stage a deal goes through? Sanity Desk’s Deals boards section is the tool you’re looking for. Read this article and find out how to manage your deals efficiently. Creating a new deals board The Deals boards section serves as a dashboard w
SanityDesk Support Setup (Free Call Funnel)
SanityDesk Support Setup (Free Call Funnel) The guidelines on how to perform a minimum viable setup of SanityDesk Support Deal boards The video explanation about deals board functionality is **here **- https://help.sanitydesk.com/en/articles/5585242-how-to-use-deals-boards SanityDesk deal board was designed specifically for you to track the potential customers in the pipeline. Just by a few clicks, you can automate the deal creation & deal movements so you get a full dashboard
How to Use My Desk?
How to Use My Desk? Do you want to be immediately notified of all your tasks updates? Or how about having a full overview of your system in just a few clicks? SanityDesk can offer you all this and even more. Read this article and find out how. My desk is the first section in the navigation bar on the left side. It contains tools for a quick overview of your tasks, messages, and tickets. Here, you can find the following tools: Tickets Updates Deals Updates Messages
Support Module Overview
SanityDesk offers you a great opportunity of managing all your business tasks and communication with clients effectively. SanityDesk support options SanityDesk Support Module includes a variety of functional and useful features. There are three main modules on your SanityDesk dashboard: Open Support, Open Marketing, and Visit your Website. Open Support module includes the following sections: Calendar, Sales Pipeline, Team Communication and Client Communication tools. !(https://storage.cr
How to use Team Desks?
What is the Team Desks section The Team Desks is the section that contains the information about tasks (or tickets) within your team. Unlike the Client Desks, this section is only available for the members of the team and your clients don’t have the access to the information stored there. The Team Desks section is situated in the navigation bar on the left. In this section, you can create different desks for specific tasks or teams. To create a team desk, follow these steps: Go to the
[VIDEO] How to use Client Desks
How to use Client Desks Do you want to optimize the communication with your clients? Or would you like to manage your tasks efficiently? The Client Desks section is what you need to use if either of your answers is yes. Read this article and learn how to improve your team collaboration for solving problems. What is the Client Desks section The Client Desks s
Calendar usage You can find a feature that will help you stay tuned with all your plans, it’s simple to use and will enable you to organize your tasks. How to synchronize your Calendar with Google Calendar If you arrange most of your meetings and other tasks via Google Calendar, you can easily pass all this information to your Calendar in SanityDesk by synchronizing your calendars. There are several steps to do it: In SanityDesk Support area go to User settings in the S
This article will be useful for you if you want to connect your calendar to SanityDesk software Calendar setup When you open your Dashboard you need to go to Open Support area. You need to integrate your Google account to see the calendar in SanityDesk software. Follow the next steps: On the left side of the screen find Settings--> User settings Click **Integrations **