Logging & Deleting Calls in Zendesk Sell - Frequently asked questions
Explore common questions about logging and deleting calls in Zendesk Sell. Find answers to streamline your call management and enhance your CRM experience.
Frequently asked questions
How do I log a call in Zendesk Sell?
Logging a call in Zendesk Sell is straightforward. To log a call, navigate to the details page of the lead or contact. Next to their phone number, click the drop-down menu and select '+Log a call'. In the 'Call summary', choose the best…
Can I delete a logged call in Zendesk Sell?
Yes, you can delete a logged call in Zendesk Sell if needed. To delete a logged call, go to the details page of the lead or contact. In the activity feed, hover over the logged call you wish to delete and click the Trashcan icon. Confirm your…
How can I customize call outcomes in Zendesk Sell?
Customizing call outcomes in Zendesk Sell allows you to better categorize your calls. To customize the call outcomes, go to 'Settings > Voice and Text > Call outcomes'. Here, you can add, edit, or remove call outcomes to suit your business needs….
What happens if I choose 'Do not log' when logging a call?
Choosing 'Do not log' when logging a call in Zendesk Sell cancels the logging process. If you decide not to log a call after initiating the process, simply click 'Do not log' instead of 'Save'. This action will prevent the call from being…
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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?”
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