Configuring Additional Settings for Sell-Support
How can I configure additional settings for the Sell-Support integration?
After setting up the Sell-Support integration, you can configure additional settings to tailor the integration to your needs.
Navigate to Integrations > Zendesk Support Integration > Sell app in Zendesk Support - Installed. Here, you can specify who can access leads, contacts, and deals in Support. You can choose between allowing only Sell users or all agents to access this data. Additionally, you can configure how agents create leads, including assigning status, source, and owner. These configurations help streamline workflows and ensure the right people have access to the necessary information.
More related questions
What are the prerequisites for setting up the Zendesk Sell-Support integration?
Before you can set up the Zendesk Sell-Support integration, there are a few prerequisites you need to meet. Firstly, ensure you have a Sell account that is connected to a Zendesk account. Both your Sell and Support accounts must be on the same…
How do I set up the Zendesk Sell-Support integration?
Setting up the Zendesk Sell-Support integration allows you to view Support tickets in Sell and display Sell data in Support. To start, go to the Integrations section in Sell, select the Zendesk Support integration, and click Enable. You can also…
How do I manage access to Sell data for Support agents?
Managing access to Sell data for Support agents is crucial for maintaining data security and efficiency. Under the Access to Sell information in Support settings, you can specify who can access leads, contacts, and deals. You have the option to…
How can I configure lead creation settings in the Sell app for Support?
Configuring lead creation settings in the Sell app for Support allows you to streamline the lead management process. You can set the status of leads, assign sources, and designate owners when creating leads from Support tickets. This includes…
Can Support agents edit contact cards in both Support and Sell?
Currently, Support agents can only edit contact cards within the Support interface, not in Sell. This limitation means that any updates made to contact cards in Support do not automatically reflect in Sell, and vice versa. To manage this, you may…
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