Adding Notes as a Collaborator in Zendesk Sell
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 collaboration within the team.
More related questions
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…
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…
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…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
