Customize Email Visibility for Collaborators in Zendesk
Learn how to customize email visibility for collaborators in Zendesk Sell to control access to communications.
Can I customize email visibility for collaborators in Zendesk Sell?
Yes, you can customize email visibility for collaborators in Zendesk Sell.
This feature allows you to control who can see your emails related to leads, contacts, or deals. For instance, you can set your email visibility so that only the owner or collaborators of a lead can view the emails. This ensures that sensitive information is only accessible to the appropriate team members, enhancing privacy and security.
More related questions
How do I add a collaborator in the Zendesk Sell iOS app?
Adding a collaborator in the Zendesk Sell iOS app is simple and straightforward. To add a collaborator, first navigate to the Leads, Contacts, or Deals section and select the specific lead, contact, or deal you want to collaborate on. Then, tap the…
How can I remove a collaborator in the Zendesk Sell iOS app?
Removing a collaborator in the Zendesk Sell iOS app is just as easy as adding one. To remove a collaborator, go to the Leads, Contacts, or Deals section and select the lead, contact, or deal from which you want to remove a collaborator. Tap the…
What is the purpose of adding collaborators in Zendesk Sell?
Adding collaborators in Zendesk Sell allows multiple users to work together on a lead, contact, or deal. This feature is particularly useful for teams who need to share information and collaborate on sales activities. Each user can customize their…
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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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