Access Lead-Specific Activity in Zendesk Sell
How do I access activity-related information for a specific lead in Zendesk Sell?
To access activity-related information for a specific lead in Zendesk Sell, navigate to the Leads section.
Click on the lead you are interested in, and beneath the Add a Note or Send an Email dialog, you will find the activities related to that lead. This feature allows you to focus on the interactions and updates specific to each lead, helping you manage your sales pipeline more effectively.
More related questions
How can I view the Sell Activity Feed in Zendesk?
To view the Sell Activity Feed, navigate to the Performance Dashboard in Zendesk Sell. The Activity Feed provides a general overview of all your activities. To access it, click on the Dashboard in the sidebar and then select the Activity Feed tab….
What types of activities can I track in the Zendesk Sell Activity Feed?
The Zendesk Sell Activity Feed allows you to track a variety of activities, providing a comprehensive overview of your interactions. You can monitor notes, communication messages (emails, calls, SMS), deal stage changes, completed tasks,…
How do I filter the Sell Activity Feed in Zendesk?
Filtering the Sell Activity Feed in Zendesk helps you focus on the information that matters most to you. You can filter by activity type, such as notes, emails, calls, and more. Additionally, you can filter by users, teams, or groups, and use tags…
Can I view email conversations in the Zendesk Sell Activity Feed?
Yes, you can view email conversations in the Zendesk Sell Activity Feed, but visibility depends on the contact or lead owner's settings. Email conversations can be made visible to anyone who can view the record. To ensure emails appear in the…
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