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Collaborate with @mentions in Zendesk Sell

Discover how to use @mentions in Zendesk Sell for effective collaboration, sharing updates, and assigning tasks.

What are some ways to collaborate using @mentions in Zendesk Sell?

Using @mentions in Zendesk Sell can enhance collaboration by allowing you to share updates, ask questions, and assign tasks. For example, you can log a note and @mention someone to get an update on a sale's status or ask a coworker a question about a specific lead.

You can also use @mentions to assign action items, like requesting approval on a quote, or to share important news with account managers. This feature helps streamline communication and ensures everyone is informed and on the same page.


More related questions

How do I use @mentions in Zendesk Sell?

You can use @mentions in Zendesk Sell to notify team members about specific opportunities. Simply create a new note, call, or visit log for a lead, contact, or deal, and click the @ icon to see a list of users to include. Alternatively, you can…

How can I customize @mentions notifications in Zendesk Sell?

You can customize @mentions notifications in Zendesk Sell to suit your preferences. By default, users receive both an email notification and a web alert when they are mentioned. To modify these settings, go to the Sell sidebar, click the Settings…

Why can't I @mention some users in Zendesk Sell?

If you find that some users are blocked out when trying to @mention them in Zendesk Sell, it might be because they don't have access to the lead, contact, or deal you're creating a note for. Only users with access to the specific lead, contact, or…

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