Customizing Notification Preferences in Zendesk Sell
How can I customize my notification preferences in Zendesk Sell?
Customizing your notification preferences in Zendesk Sell allows you to tailor how and what you're notified about. You can do this by navigating to Settings > Manage > Notifications. Here, you can choose between preset notifications and web notifications, and even set up personalized notifications if you're on one of the two highest Sell plans.
Preset notifications include alerts for lead assignments, task due dates, and system messages. You can edit these to receive web alerts, email alerts, or no notifications at all. Personalized notifications let you set specific conditions for leads, contacts, or deals, and choose how you want to be notified.
More related questions
How do I view notifications in Zendesk Sell?
To view notifications in Zendesk Sell, simply click the Alert icon on the top toolbar. This will open a pop-up window displaying all your recent notifications for quick viewing. If you have any unread notifications, a red dot will appear next to…
What are the types of notifications available in Zendesk Sell?
In Zendesk Sell, you have access to preset notifications and web notifications, with additional personalized notifications available on higher-tier plans. Preset notifications cover standard account activities like lead assignments and task due…
How do I set up personalized notifications in Zendesk Sell?
To set up personalized notifications in Zendesk Sell, go to the Settings icon on the Sell sidebar, then navigate to Manage > Notifications and open the Personalized Notifications tab. Click 'Add notification' and choose between Lead, Contact, or…
How can I view and manage notifications on the Zendesk Sell mobile app?
You can view and manage notifications on the Zendesk Sell mobile app by accessing the dashboard. A red dot on the Alert icon indicates new or pending notifications. The bottom toolbar shows the number of notifications for Today, Leads, Contacts,…
How do I enable mobile notifications for Zendesk Sell?
To enable mobile notifications for Zendesk Sell, first ensure that personalized notifications are set up in your Sell settings. Then, on your mobile device, go to Settings > Notifications and toggle the notifications you want to receive. For iOS,…
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