To customize data fields in the Zendesk Sell for Support app, you need to configure the fields for Sell leads, people contacts, and company contacts.
Start by clicking the Settings icon in Sell, then navigate to Integrations > Integrations. Under Zendesk Support, click Settings, and then Field configuration. Choose the widget you want to edit (Lead, Person, or Company), and use the search to find fields to include. You can drag and drop fields or use the (+) icon to add them. To remove fields, drag them back or click the (X) icon. Reorder fields by dragging them into position, then click Review to preview and Publish to save your changes. These changes will be immediately visible to your agents in the app. For more details, check theoriginal link.
To configure the Sell-Support integration, you must have Zendesk Sell account admin rights. This is essential because only admins have the necessary permissions to access and modify the integration settings. Once you have the appropriate rights,…
Yes, you can customize the order of data fields in the Zendesk Sell for Support app. During the configuration process, you can drag and drop fields into the desired order within the widget. This allows you to prioritize the information that is most…
To preview changes to data fields in the Zendesk Sell for Support app, use the Review feature. After configuring your widget by adding, removing, or reordering fields, click the Review button. This will show you a preview of how the information…
If sales information is missing in the Zendesk Sell for Support app, it may be because no data has been provided for that specific customer, lead, or company in Sell. Ensure that the necessary data is entered in Sell for the relevant contacts. If…