Creating Drop-Down Menus for Tasks in Zendesk Sell
Learn about the possibility of creating drop-down menus for tasks in Zendesk Sell and explore automation options for Enterprise and Elite users.
Can I create a drop-down menu for tasks in Zendesk Sell?
No, you cannot create a drop-down menu for tasks in Zendesk Sell. However, if you're using an Enterprise or Elite subscription, you can set up rules to automate task creation. This can help streamline your workflow by automatically generating tasks based on specific criteria or actions.
For more detailed information on managing tasks in Sell, you can refer to the article: Creating and managing tasks for leads, contacts, and deals.
More related questions
How can I automate task creation in Zendesk Sell?
If you're on an Enterprise or Elite subscription, you can automate task creation in Zendesk Sell by setting up rules. These rules allow you to automatically generate tasks based on specific triggers or conditions, saving you time and effort. This…
What subscription level is needed to automate tasks in Zendesk Sell?
To automate tasks in Zendesk Sell, you need to be on an Enterprise or Elite subscription. These subscription levels provide the capability to set up rules that automatically create tasks based on certain criteria. This feature is designed to…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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