Manage Emails on Zendesk Cards - Frequently asked questions
Discover how to add or remove email messages from lead, contact, and deal cards in Zendesk. Find answers to common questions and streamline your email management.
Frequently asked questions
How do I add an email message to a Deal card in Zendesk Sell?
To add an email message to a Deal card in Zendesk Sell, you can do it directly from the Communication Center. First, click on either the Inbox or Sent tab in the Communication Center. Locate the email message you want to add, and use the…
How can I remove an email message from a Deal card in Zendesk Sell?
Removing an email message from a Deal card in Zendesk Sell is straightforward. Navigate to the deal card and click on the Activity feed tab. Open the email message you wish to remove, then click the More icon (three dots) to the right of the…
What is the process to remove an email from a deal in the Communication Center?
You can remove an email message from a deal directly in the Communication Center. Start by clicking on either the Inbox or Sent tab in the Communication Center. Locate the email message you want to remove, using the 'Associated to Deal' filter if…
How do I remove or archive an email message from a Lead or Contact card?
To remove or archive an email message from a Lead or Contact card in Zendesk Sell, follow these steps. On the Lead or Contact page, select the email you want to remove. Click the More icon (three dots) and choose 'Remove from Sell'. If you prefer…
Why do emails re-associate with deals after being removed?
Emails may re-associate with deals after being removed due to a known issue in Zendesk Sell. When you disassociate an email from a deal, the next reply in that email chain will automatically re-associate the message back to the deal you just…
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“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
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Read Zeffy's case study
“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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Zinc
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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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Customer.io($50M+ ARR)
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
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