How to View New Deals in Sales Pipelines - Frequently asked questions
Discover solutions to common issues with viewing new deals in Zendesk sales pipelines. This page addresses frequently asked questions to help you troubleshoot and resolve visibility problems.
Frequently asked questions
Why can't I see new deals and contacts in my sales pipeline?
If you're unable to see new deals and contacts in your sales pipeline, it might be because the user who owns the deal or contact hasn't shared the email conversations with the rest of the team. To resolve this, ensure that the email conversations…
How can I ensure email conversations are shared with my team?
To ensure that email conversations are shared with your team, the user who owns the deal or contact must share these conversations. This is crucial for maintaining visibility and collaboration within the team, especially when new deals and…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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