If you don't complete a Pending Action in Zendesk Sell, users may encounter issues accessing the product or important data might not be transferred correctly.
For new users, failing to complete the invitation process means they will see an error message when trying to access Sell. For users being removed, not transferring their data could result in lost information. It's crucial to address all Pending Actions to maintain smooth operations.
The Pending Actions tab in Zendesk Sell settings is where you manage users who need more information before being fully added or removed from your account. This tab helps ensure that all necessary steps are completed for user invitations or data…
To complete the invitation process for a user in Zendesk Sell, you need to specify their role and access permissions. This ensures they have the correct access to the Sell product. Navigate to your Sell Settings, then go to Users and find the…
When removing a user from Zendesk Sell, it's important to manage the transfer of their data to ensure continuity. Go to your Sell Settings, then Users, and find the Pending Actions tab. Click on 'Transfer data of deleted user' next to the user's…