Add Collaborators in Zendesk Sell iOS App
How do I add a collaborator in the Zendesk Sell iOS app?
Adding a collaborator in the Zendesk Sell iOS app is simple and straightforward.
To add a collaborator, first navigate to the Leads, Contacts, or Deals section and select the specific lead, contact, or deal you want to collaborate on. Then, tap the 'Details' tab and select 'Collab'. From there, tap 'Add Collaborators', use the search bar to find the person you want to add, or choose from the list. Finally, tap the name of the collaborator and hit 'Add (+)' to save your changes. For more details, check out theoriginal link.
More related questions
How can I remove a collaborator in the Zendesk Sell iOS app?
Removing a collaborator in the Zendesk Sell iOS app is just as easy as adding one. To remove a collaborator, go to the Leads, Contacts, or Deals section and select the lead, contact, or deal from which you want to remove a collaborator. Tap the…
What is the purpose of adding collaborators in Zendesk Sell?
Adding collaborators in Zendesk Sell allows multiple users to work together on a lead, contact, or deal. This feature is particularly useful for teams who need to share information and collaborate on sales activities. Each user can customize their…
Can I customize email visibility for collaborators in Zendesk Sell?
Yes, you can customize email visibility for collaborators in Zendesk Sell. This feature allows you to control who can see your emails related to leads, contacts, or deals. For instance, you can set your email visibility so that only the owner or…
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