How to Log a Call in Zendesk Sell
How do I log a call in Zendesk Sell?
Logging a call in Zendesk Sell is straightforward and doesn't require the Voice feature.
To log a call, click on the phone number of a lead or contact, then select '+ Log a call' from the drop-down menu. Choose a Call Outcome, which can be customized by an admin in Settings > Voice and Text > Call Outcomes. Add any notes about the call, and click 'Save' to log it. If you decide not to log the call, click 'Do not log' to delete the information.
For more details, check out theoriginal link.
More related questions
Do I need the Voice feature to log calls in Zendesk Sell?
No, you don't need the Voice feature to log calls in Zendesk Sell. Sales reps can use their personal phone numbers to make calls and then manually log the details in the Sell mobile app or on a lead or contact. The Voice feature, however, offers…
What are the benefits of using the Sell Voice feature?
The Sell Voice feature offers several benefits for sales reps. With the Voice feature, you can place calls directly from your Zendesk Sell account, and these calls are automatically recorded and logged. After each call, a call summary page will pop…
Can I customize call outcomes in Zendesk Sell?
Yes, call outcomes can be customized in Zendesk Sell. Admins have the ability to customize call outcome options by navigating to Settings > Voice and Text > Call Outcomes. This allows you to tailor the call outcomes to better fit your sales process…
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