Creating Notes in Zendesk Sell: A Step-by-Step Guide
How do I create a note in Zendesk Sell?
Creating a note in Zendesk Sell is straightforward and helps you keep track of important information. To create a note, navigate to the relevant lead, contact, or deal page. You can either click on the 'Internal note' from the drop-down menu or the 'Note' button in the top right corner. Enter the information you want to record, and you can also use formatting options like bold, italics, headings, and lists. Don't forget to save your note once you're done.
Additionally, you can @mention colleagues to include them in the note, and even add links if needed. If you're adding a note to a deal, you can choose to show it on the primary contact as well. This feature ensures that your notes are organized and accessible where they are most relevant.
More related questions
Can I restrict access to a note in Zendesk Sell?
Yes, you can restrict access to a note in Zendesk Sell to ensure only certain users can view it. To restrict a note, click on the note you want to limit access to and then click the Padlock icon at the bottom. Once you save the changes, only you…
How can I edit or delete a note in Zendesk Sell?
Editing or deleting a note in Zendesk Sell is simple. To edit a note, hover over the note you want to change and click the Pencil icon at the bottom. Make your changes and click Save. To delete a note, hover over it and click the Trashcan icon,…
What are the options for tagging and starring notes in Zendesk Sell?
Tagging and starring notes in Zendesk Sell helps you organize and prioritize your information. To tag a note, open it and click the Tag icon at the bottom. You can select from predefined tags configured by your account admin. Tags help you filter…
How can I view notes in Zendesk Sell?
Viewing notes in Zendesk Sell is easy and can be done directly from the activity feed. On any lead, contact, or deal card, click the Displaying drop-down menu and select the Notes view checkbox to filter and display all notes. On mobile devices,…
Is there a way to prevent a note from being deleted in Zendesk Sell?
Currently, Zendesk Sell does not offer a built-in feature to prevent a note from being deleted entirely. However, you can restrict access to a note to limit who can delete it. By restricting a note, only users with full access permissions can view…
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