PROCESS - ZENDESK - Adding Contact Information SOP

Standard Operating Procedures for Adding Contact Information to ZenDesk Adding a contact from a phone call: (1) Once you have completed your phone call, click the person in the upper right corner. [IMAGE: PROCESS - ZENDESK - Adding Contact Information SOP_image1.png](2) Click the pencil to add information. [IMAGE: PROCESS - ZENDESK - Adding Contact Information SOP_image2.png]On the customer’s contact page: Please enter the following information: Name Organization Tier BP Code – this can be more than 1 (use a space in between). Adding an organization: (1) Go to the building icon on the far left of the ZenDesk screen. (2) Search for the company name – if nothing is found, proceed with adding the organization. [IMAGE: PROCESS - ZENDESK - Adding Contact Information SOP_image3.png](3) Click Add Organization When adding a new organization please add the following information: (1) Customer Name (2) Email domain(s) (separate with a space if multiple) (3) Group – if it is a managed account label as IAM. If not managed, label as Support. (4) Select their Tier (5) If we require an end user click this box. [IMAGE: PROCESS - ZENDESK - Adding Contact Information SOP_image4.png](6) If the account is managed (if you chose IAM in number 3), please select the IAMs name here.