Creating Notes in Zendesk Sell iOS App
How do I create a note in the Zendesk Sell iOS app?
Creating a note in the Zendesk Sell iOS app is simple and efficient. To start, navigate to the lead, contact, or deal page where you want to add a note. Tap the notepad icon, then click the '+' icon to create a new note. Type in the information you wish to record, such as meeting notes or personal details. You can also use @mentions to notify other users or add tags for better organization. Once you're done, click 'Done' to save your note. For more details, check out theoriginal guide.
More related questions
Can I edit or delete notes in the Zendesk Sell iOS app?
Yes, you can easily edit or delete notes in the Zendesk Sell iOS app. To edit a note, simply click on the note you wish to change, make your edits, and click 'Done' to save. If you need to delete a note, click the note, then tap the trashcan icon…
How can I view notes in the Zendesk Sell iOS app?
Viewing notes in the Zendesk Sell iOS app is straightforward. You can access notes directly from any lead, contact, or deal card by clicking the notepad icon. Alternatively, you can view all notes in your Activity Feed by selecting the Activity…
What features are available when creating a note in Zendesk Sell iOS?
When creating a note in Zendesk Sell iOS, you have several features at your disposal. You can use @mentions to notify other users, add tags for better organization, and star important notes for quick access. These features help you manage your…
How do I use @mentions and tags in Zendesk Sell iOS notes?
Using @mentions and tags in Zendesk Sell iOS notes enhances collaboration and organization. To mention a user, click the @ symbol and select the user you want to notify. For tagging, click the tag icon and choose from predefined tags to categorize…
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