Assigning Lead Status in Zendesk Sell-Chat Integration
How do I assign a lead status field in the Zendesk Sell-Chat integration?
Assigning a lead status field in the Zendesk Sell-Chat integration helps manage leads effectively. You can set the status of a lead when it's created through the Sell app in Chat.
To do this, go to Sell > Settings > Integrations, and under the Sell App in Chat, select a status from the dropdown menu. This status will be applied to leads created via the Chat app. If needed, you can adjust the default status in the Lead Status settings to better fit your workflow.
More related questions
What are the prerequisites for setting up the Zendesk Sell-Chat integration?
To set up the Zendesk Sell-Chat integration, you need specific accounts and permissions. You must have both a Zendesk Sell account and a Zendesk Chat account on the Team plan or higher. Additionally, both accounts should be on the same Zendesk…
How do I enable the Zendesk Sell-Chat integration?
Enabling the Zendesk Sell-Chat integration involves installing apps and configuring settings. First, install the Chat app in Sell and the Sell app in Chat. This allows Sell users to view all Chat history for a lead or contact in the Sell Activity…
How can I configure a Chat agent's access to Sell data?
You can control which Chat agents have access to Sell data by configuring access settings. Under 'Access to Sell information in Chat', you can choose between two options: 'Only Sell users have access' or 'All agents have access'. The first option…
How can I customize the Sell field display in Chat?
Customizing the Sell field display in Chat allows you to show relevant sales information to your Chat agents. This helps them have better customer conversations using data from Sell. To customize, go to Sell > Settings > Integrations, and under the…
How do I disable the Zendesk Sell-Chat integration?
Disabling the Zendesk Sell-Chat integration can be done for any of its elements, such as the apps or chat history. To disable the Chat app in Sell, go to Sell > Settings > Integrations > Apps, and toggle the app to Disabled. For the Sell app in…
What should I do if I encounter issues with the Sell app in Chat?
If you face issues with the Sell app in Chat, such as not seeing lead or contact data, it might be due to access permissions. Ensure that Chat agents have been granted access to Sell information. Review the settings under 'Configuring a Chat…
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