Adding a Collaborator in Zendesk Sell
How do I add a collaborator to a lead, contact, or deal in Zendesk Sell?
To add a collaborator in Zendesk Sell, you need to access the specific lead, contact, or deal page.
Once there, locate the Collaborators field and click the (+) icon. Start typing the name of the person you want to add, and select them from the list of possible matches. Remember, the ability to add someone as a collaborator depends on the permissions set for that user. If you encounter any issues, you may need to contact your administrator to adjust permissions.
For more details, check out theoriginal link.
More related questions
What permissions are needed to become a collaborator in Zendesk Sell?
To become a collaborator in Zendesk Sell, you need permission to view the specific lead, contact, or deal. If you have the necessary permissions, you can either request to collaborate or, if you have the right to reassign ownership, directly become…
How are collaborators notified of changes in Zendesk Sell?
Collaborators in Zendesk Sell are notified of changes via email. Whenever certain actions occur on the records they are collaborating on, an email notification is sent to keep them informed. This ensures that collaborators are always up-to-date…
Can a collaborator add a note to a lead or contact in Zendesk Sell?
Yes, a collaborator can add a note to a lead or contact in Zendesk Sell. This feature allows collaborators to contribute valuable information and insights directly to the records they are working on, facilitating better communication and…
Is it possible to mass-update contacts with collaborators via CSV import in Zendesk Sell?
Currently, there is no direct way to mass-update contacts with collaborators using a CSV import in Zendesk Sell. Each collaborator must be added individually through the lead, contact, or deal page. If you have a large number of updates, consider…
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