Features for Creating Notes in Zendesk Sell
What features can I use when creating a note in Zendesk Sell?
When creating a note in Zendesk Sell, you have several features at your disposal to enhance your note-taking.
You can use @mentions to notify other users by clicking the @ symbol and selecting the user you want to mention. Tags can be added by clicking the Tag icon, which displays a list of predefined tags for easy categorization. Additionally, you can star important notes by clicking the Star icon, making them stand out in your list. These features help you organize and collaborate effectively within the app.
More related questions
How do I create a note in the Zendesk Sell mobile app on Android?
Creating a note in the Zendesk Sell mobile app on Android is simple and efficient. To get started, navigate to the relevant Leads, Contacts, or Deals page using the bottom toolbar. Once there, click on the Notes tab and then the Add icon to create…
Where can I find my notes in the Zendesk Sell mobile app?
You can easily find your notes in the Zendesk Sell mobile app on the Notes tab. Navigate to the Leads, Contacts, or Deals page using the bottom toolbar, and then click on the Notes tab to view all your notes. Alternatively, you can also see your…
How can I edit a note in the Zendesk Sell mobile app?
Editing a note in the Zendesk Sell mobile app is straightforward. First, locate the note you wish to edit by navigating to the Notes tab on the relevant Leads, Contacts, or Deals page. Click on the note you want to modify, then click the Pencil…
Can I delete a note in the Zendesk Sell mobile app, and how?
Yes, you can delete a note in the Zendesk Sell mobile app, but be cautious as this action is irreversible. To delete a note, navigate to the Notes tab on the relevant Leads, Contacts, or Deals page and click on the note you wish to remove. Then,…
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