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 need admin access. On the web, go toSettings, thenCustomize > Visits, and selectYesto verify geolocation when users log a visit.
This feature helps ensure the accuracy of your visit logs and is automatically activated for all account users once enabled.
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…
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….
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…
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…
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…