Customizing Visit Outcomes in Zendesk Sell
Can I customize visit outcomes in Zendesk Sell?
Yes, you can customize visit outcomes in Zendesk Sell to better reflect the results of your in-person visits. As an admin, you can create new visit outcomes or modify existing ones by going toSettingsand clicking onCustomize > Visits. You can add a new visit outcome by clickingAdd Visit Outcome, then naming it and choosing a color that corresponds to a map pin.
This customization allows you to quickly see the status of your visits on the map view in the mobile app. Remember, these changes must be made from the web interface.
More related questions
How do I activate visit tracking in Zendesk Sell?
To activate visit tracking in Zendesk Sell, you need to enable it through the web interface. First, log in to your Sell mobile app as an admin. Then, on the web, navigate toSettingsand click onCustomize > Visits. From there, click…
How do I deactivate visit tracking in Zendesk Sell?
Deactivating visit tracking in Zendesk Sell is a straightforward process that requires admin access. To do this, go toSettingson the web, then clickCustomize > Visits. From there, clickDisable Visitsand confirm by clicking…
What is geoverification in Zendesk Sell and how do I enable it?
Geoverification in Zendesk Sell is a feature that verifies a user's location using geolocation every time a visit is logged. This ensures that the user's location matches the address stored on the lead or contact. To enable geoverification, you…
How can I log visits in Zendesk Sell using the mobile app?
Logging visits in Zendesk Sell using the mobile app is simple. First, log in to your mobile app. Navigate to the lead or contact you wish to visit and clickLog a visit. Alternatively, in the map view, click the pin showing the lead or contact…
What reporting options are available for visits in Zendesk Sell?
Zendesk Sell offers several reporting options to track insights around visits. You can use smart lists to build custom reports and export them from Sell. Useful fields to add to your smart list include Last Visit Date, Last Visit Geoverified, Last…
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