How to Work with Notes in Sell - Frequently asked questions
Frequently asked questions
How do I create a note in Zendesk Sell?
Creating a note in Zendesk Sell is straightforward and helps you keep track of important information. To create a note, navigate to the relevant lead, contact, or deal page. You can either click on the 'Internal note' from the drop-down menu or the…
Can I restrict access to a note in Zendesk Sell?
Yes, you can restrict access to a note in Zendesk Sell to ensure only certain users can view it. To restrict a note, click on the note you want to limit access to and then click the Padlock icon at the bottom. Once you save the changes, only you…
How can I edit or delete a note in Zendesk Sell?
Editing or deleting a note in Zendesk Sell is simple. To edit a note, hover over the note you want to change and click the Pencil icon at the bottom. Make your changes and click Save. To delete a note, hover over it and click the Trashcan icon,…
What are the options for tagging and starring notes in Zendesk Sell?
Tagging and starring notes in Zendesk Sell helps you organize and prioritize your information. To tag a note, open it and click the Tag icon at the bottom. You can select from predefined tags configured by your account admin. Tags help you filter…
How can I view notes in Zendesk Sell?
Viewing notes in Zendesk Sell is easy and can be done directly from the activity feed. On any lead, contact, or deal card, click the Displaying drop-down menu and select the Notes view checkbox to filter and display all notes. On mobile devices,…
Is there a way to prevent a note from being deleted in Zendesk Sell?
Currently, Zendesk Sell does not offer a built-in feature to prevent a note from being deleted entirely. However, you can restrict access to a note to limit who can delete it. By restricting a note, only users with full access permissions can view…
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