You can easily manage your sales triggers in Zendesk Sell by editing, deactivating, or deleting them as needed. This flexibility allows you to keep your sales processes up-to-date and relevant.
To edit a trigger, simply access the trigger settings and make the necessary changes. If a trigger is no longer needed, you can deactivate it to stop it from running without deleting it entirely. For permanent removal, you can delete the trigger. For more information, visit theoriginal link.
Creating sales triggers in Zendesk Sell allows you to automate specific parts of your sales workflow. Admins can set up these triggers to streamline tasks for sales reps, making the sales process more efficient. To create a sales trigger, navigate…
Zendesk Sell offers popular sales trigger recipes that can be used to automate common sales tasks. These recipes are designed to help you implement effective sales processes quickly. Some examples include triggers for follow-up reminders, lead…