In Zendesk Sell, you can customize your email visibility settings to control who can see your emails. This feature is particularly useful for managing privacy and collaboration.
For instance, you can set your email visibility on leads so that your emails are only visible to other Sell users if you're the owner or a collaborator for that lead. This ensures that sensitive information is only shared with relevant team members.
Adding a collaborator in the Zendesk Sell Android app is simple. You can add collaborators to leads, contacts, or deals to work together with other Sell users. To add a collaborator, first tap on Leads, Contacts, or Deals, and select the specific…
Removing a collaborator in the Zendesk Sell Android app is straightforward. You can easily remove someone if you're done collaborating or added the wrong person. To remove a collaborator, tap the Add (+) button, deselect the checkbox next to the…