Editing Distribution Pools in Zendesk Sell
Can I edit an existing distribution pool in Zendesk Sell?
Yes, you can edit an existing distribution pool in Zendesk Sell to update its name or members. This allows you to keep your distribution pools current with your team's structure.
To edit a distribution pool, go toSettings > Business Rules > Distributionsin the Sell sidebar. Select the appropriate tab for the type of pool you want to edit: Leads, Contacts, or Deals. Click on the name of the distribution pool you wish to modify. You can change the pool's name, type, and members. If you switch the type of distribution, the previous selection will be removed. Add or remove users, teams, groups, or roles as needed, and clickSaveto apply your changes.
More related questions
How do I create a distribution pool in Zendesk Sell?
Creating a distribution pool in Zendesk Sell is a straightforward process. You can set up a distribution pool to allocate leads, contacts, or deals among your team members. To create a distribution pool, navigate to **Settings > Business Rules >…
What happens if I delete a distribution pool in Zendesk Sell?
Deleting a distribution pool in Zendesk Sell removes it from all parts of the product, but it doesn't affect already allocated leads, contacts, or deals. To delete a distribution pool, click the Trashcan icon next to the pool you wish to remove….
Who can create and manage distribution pools in Zendesk Sell?
Only users with admin rights can create and manage distribution pools in Zendesk Sell. However, all users can view these pools. Admins have the ability to set up and modify distribution pools, ensuring that leads, contacts, and deals are allocated…
How does the round robin distribution type work in Zendesk Sell?
The round robin distribution type in Zendesk Sell ensures an even allocation of leads, contacts, or deals among team members. When you set up a distribution pool with the round robin type, the system automatically assigns new leads, contacts, or…
Can I assign whole teams or groups to a distribution pool in Zendesk Sell?
Yes, on the Enterprise and Elite plans, you can assign entire teams, groups, or roles to a distribution pool in Zendesk Sell. This feature allows for more flexible and efficient management of lead, contact, and deal allocations. By including teams,…
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