Best Practice: add a homepage link to your portal
Choosing DeskDirector as your main weapon of mass customer success can become even more powerful,...
We trust you're having a positive experience with your Portal, and you've had some time to tackle the Fundamentals.
Here's a Checklist that you can use to make sure you have all the basics right so you can introduce your Portal to your clients:
Oh, one last thing! I've prepared a little white labelled PowerPoint presentation (bless PP!) that you can customize and add to your portal as, for example, a landing page, to help you onboarding your users and get them up to speed on using the Portal.
In case you're having difficulties with navigating the Admin Console or you're not sure how to configure your Portal the way you want to, don't forget that you can always access our KB articles.
Should that not be enough, feel free to jump on our DD Portal and raise a ticket with the support team - one of us will be able to help you out!
Another great source of inspiration and information is our blog. Make sure you check that out, and don't forget to subscribe, we write useful stuff! 😄