Deleting a sales trigger in Zendesk Sell requires the trigger to be inactive first. This ensures that no active triggers are accidentally removed.
To delete a trigger, first deactivate it by following the deactivation steps. Then, go to the Inactive tab, click the Options menu next to the trigger you wish to delete, and select 'Delete'. This will permanently remove the trigger from your system.
Editing the conditions of a Zendesk Sell sales trigger is straightforward. You can modify the conditions at any time to better suit your sales processes. To edit a condition, navigate to the Options menu next to the condition you wish to change and…
Deactivating a Zendesk Sell sales trigger is a simple process that stops the trigger from performing any actions. To deactivate a trigger, click the Options menu next to the trigger you want to make inactive and select 'Deactivate'. Once…
Adding extra conditions to a Zendesk Sell sales trigger allows for more precise control over when actions are executed. To add a condition, go to Settings > Business rules > Triggers, select the trigger you want to edit, and click (+) under 'When'….
Nested conditions in Zendesk Sell sales triggers allow for more complex logical expressions by grouping conditions together. To add a nested condition, navigate to Settings > Business rules > Triggers, select your trigger, and click (+) under…