Manage Emails in Zendesk Sell
How do I manage emails in Zendesk Sell?
Managing emails in Zendesk Sell is done through the Communication Center, where you can view and organize your email messages. You can search for specific emails and refine your list by viewing only leads in the Inbox. However, the Communication Center is not used for creating emails.
To send an email, you need to select a lead, contact, or deal and compose your message from there. Keep in mind that Sell only synchronizes the inbox and outbox folders, not subfolders, so it's important to manage your emails accordingly.
More related questions
How can I integrate my email with Zendesk Sell?
Integrating your email with Zendesk Sell allows you to communicate directly through the platform. You can integrate external email systems like Google Mail and Microsoft Exchange. Once set up, your email messages from the external server are…
What are the email features available in Zendesk Sell?
Zendesk Sell offers a variety of email features to streamline your sales workflow. You can integrate with tools like MailChimp, convert emails to notes, and set up notifications for email opens and sentiment analysis. Additionally, you can…
How can I send bulk emails in Zendesk Sell?
Sending bulk emails in Zendesk Sell is straightforward and can be done using the Leads, Contacts, and Deals pages. You have two options: use the Start conversation drop-down menu or the Conversations tab. Both methods allow you to compose and send…
What are email templates in Zendesk Sell and how do I use them?
Email templates in Zendesk Sell are available on the two highest plans and help streamline your workflow by allowing you to create standard, reusable messages. These templates can be inserted into new email communications, saving you time and…
How do I set permissions for sharing emails in Zendesk Sell?
In Zendesk Sell, you can set permissions to share email messages with your team. You can choose to make emails visible for specific leads or contacts, or allow all email conversations to be visible to other Sell users. Visibility settings can be…
What are email sequences in Zendesk Sell and how do they work?
Email sequences in Zendesk Sell, available with the Reach feature, allow you to automate how and when sales reps contact leads. By setting up email and task sequences, you create a series of actions designed to engage prospects at specified…
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