Creating Note Tags in Zendesk Sell
How do I create a note tag in Zendesk Sell?
Creating a note tag in Zendesk Sell is a straightforward process. First, ensure you have admin rights, as they are required to set up tags. Then, click the Settings icon, navigate to Customize > Notes, and click 'Add tag'. Enter a meaningful tag name, and your tag will be saved and available for use in all notes. This allows you to add extra information to any note by tagging it on any lead, contact, or deal.
More related questions
Can I edit a note tag in Zendesk Sell?
Yes, you can edit a note tag in Zendesk Sell if you have admin rights. To do this, click the Settings icon, go to Customize > Notes, and click 'Edit' next to the tag you want to change. Enter a new tag name, and it will be updated in all notes that…
How can I delete a note tag in Zendesk Sell?
Deleting a note tag in Zendesk Sell requires admin rights. To delete a tag, click the Settings icon, select Customize > Notes, and click the Trashcan icon next to the tag you wish to remove. The tag will be permanently deleted and removed from any…
What are note tags in Zendesk Sell used for?
Note tags in Zendesk Sell are used to add extra information to a note by tagging it on any lead, contact, or deal. They are different from the standard tags applied to leads, contacts, and deals. Note tags help in organizing and categorizing notes…
Can I import or export note tags in Zendesk Sell?
Currently, Zendesk Sell does not support the import or export of note tags. You must manually add them to each note. This limitation means that note tags cannot be automated or tied into aggregate reporting through imports.
Do I need admin rights to manage note tags in Zendesk Sell?
Yes, admin rights are required to create, edit, or delete note tags in Zendesk Sell. This ensures that only authorized users can manage the tags, maintaining the integrity and organization of notes across the platform.
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