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How to Move Notes from Support to Sell - Frequently asked questions

Discover how to transfer notes from Zendesk Support to Sell and notify users. Explore common questions and solutions for seamless integration and user notifications.

Frequently asked questions

How can I notify a user in Sell about a note update from Support?

To notify a user in Sell about a note update from Support, use a @mention in your note. While you're in your Support instance using the Sell app, write your note and include the user's email address in the format of @emailaddress. This will push…

What happens when I leave a note in Sell on a Lead/Contact?

When you leave a note in Sell on a Lead/Contact, the integration automatically @mentions the Lead/Contact Owner. This means the owner will receive an email notification, provided they haven't opted out of notifications on Notes. This is the…

How do I configure notifications for @mentions in Sell?

To configure notifications for @mentions in Sell, ensure your settings are correctly adjusted. Users should have their notifications set to alert them by web and email when they are @mentioned. This setup ensures that they receive timely updates…

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