Customizing Order of Data Fields in Zendesk Sell
Can I customize the order of data fields in Zendesk Sell for Support?
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 relevant for your support agents, ensuring they have quick access to the data they need during customer interactions.
More related questions
How do I customize data fields in the Zendesk Sell for Support app?
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…
What permissions are needed to configure the Sell-Support integration?
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,…
How do I preview changes to data fields in Zendesk Sell for Support?
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…
What should I do if sales information is missing in Zendesk Sell for Support?
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…
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