Editing Conditions of Zendesk Sell Sales Triggers
How do I edit the conditions of a Zendesk Sell sales trigger?
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 select 'Edit'. You can also delete a condition if it's no longer needed by selecting 'Delete' from the same menu. Remember, you can add up to 200 conditions, but it's best to keep them simple and logical to avoid conflicts.
More related questions
What are the steps to deactivate a Zendesk Sell sales trigger?
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…
How can I delete a sales trigger in Zendesk Sell?
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…
How do I add extra conditions to a Zendesk Sell sales trigger?
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'….
What are nested conditions in Zendesk Sell sales triggers?
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…
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