Enable Global Email Visibility in Zendesk Sell
How do I enable global email visibility in Zendesk Sell?
To enable global email visibility in Zendesk Sell, navigate to the Settings icon, select Communication Channels > Email, and then the Visibility tab. You can set visibility separately for leads, contacts, and deals. Options include making emails not visible, visible to all users, visible only if you're an owner or collaborator, or visible only if you're an owner. Remember, manual visibility settings override global settings.
More related questions
How can I share email conversations with my team in Zendesk Sell?
You can share email conversations with your team in Zendesk Sell by adjusting the visibility settings for specific leads, contacts, or deals. Simply go to the Leads, Contacts, or Deals page, select the relevant entry, and change the Email…
What happens when I change the email visibility setting in Zendesk Sell?
Changing the email visibility setting in Zendesk Sell affects how email addresses are shared between contact and deal cards. If you share a contact's email on their contact card, it will also be visible on their deal card. However, sharing a deal's…
Can admins control email visibility settings for non-admin users in Zendesk Sell?
Yes, admins in Zendesk Sell can control the email visibility settings for non-admin users. This means they can adjust whether email messages are visible to other Sell users who have access to the lead, contact, or deal. This control allows for…
Where can I find the Visibility tab in Zendesk Sell?
In Zendesk Sell, the Visibility tab is located below the section for adding Internal Note, Email, and SMS. This tab allows you to adjust the visibility settings for email conversations, making them visible or not to other users based on your…
How can I track email interactions in Zendesk Sell?
Zendesk Sell offers several reports to track email interactions, such as the Activity Overview report and the Email Outcomes report. These tools help you measure KPIs like emails sent per day and interactions per user, providing valuable insights…
Why is my deal's email address different from the contact's in Zendesk Sell?
In Zendesk Sell, a deal may have a different @get.base email address than the contact, which can affect where replies are captured. If a client's reply is captured on the contact page instead of the deal page, it might be due to an auto-forwarding…
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