You can easily customize the widget panel in Zendesk Sell to better suit your workflow. After integrating Sell and Support, you can adjust the position of the widget on the lead, contact, or deal card. This customization allows your sales reps to access their Support tickets directly from the Sell interface.
To customize the widget position, go to Sell, click the Settings icon, then navigate to Customize > Layouts. Choose the layout you want to modify, such as Leads, and in the Widget panel section, drag and drop the Tickets in Support widget to your desired position. Once you're satisfied with the layout, click Save to apply the changes. Now, your Support tickets will be easily accessible in Sell.
To ensure that tickets created from Sell are assigned to the correct groups in Support, you need to configure the groups and triggers properly. This setup helps streamline your workflow by making sure that the right agents can see and handle the…
To keep your customers informed about their ticket status, you can enable email notifications for ticket requesters in Zendesk. By default, requesters do not receive notifications, so you'll need to create a trigger to enable this feature. In the…
To use the Sell-Support integration in Zendesk, you must have both Sell and Support products. This integration allows you to customize workflows and widget positions to enhance your team's efficiency. With the integration, you can change the widget…
Checking contributor permissions in Zendesk is crucial for ensuring that your team members are assigned to the right groups and can view all tickets assigned to them. This step helps improve the workflow for your contributors. To check if a…