Accessing Prospects and Customers Settings
Learn how to access the settings for prospects and customers in Zendesk Sell.
Where can I find the settings for prospects and customers in Zendesk Sell?
To find the settings for prospects and customers in Zendesk Sell, click on the Settings icon, then select Customize > Prospects and Customers. This will take you to the Prospects and Customers settings page, where you can define and edit various settings such as custom fields and tags.
More related questions
How can I edit custom fields for prospects and customers in Zendesk Sell?
You can easily edit custom fields for your prospects and customers in Zendesk Sell. To do this, click on the Settings icon, then select Customize > Prospects and Customers. On this page, you can add custom fields to capture more detailed…
How do I add tags to prospects and customers in Zendesk Sell?
Adding tags to your prospects and customers in Zendesk Sell is straightforward. First, click the Settings icon, then navigate to Customize > Prospects and Customers. Here, you can add tags to categorize and filter your prospects and customers…
Can all Zendesk Sell users add tags to prospects and customers?
Yes, all Zendesk Sell users can add tags to prospects and customers, provided they have permission. If a Sell user with admin rights allows it, other users can also add tags. This feature is useful for teams that need to collaborate and categorize…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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