Managing Access to Sell Data for Support Agents
How do I manage access to Sell data for Support agents?
Managing access to Sell data for Support agents is crucial for maintaining data security and efficiency.
Under the Access to Sell information in Support settings, you can specify who can access leads, contacts, and deals. You have the option to restrict access to only Sell users or allow all agents to view this data. This setting ensures that only authorized personnel can access sensitive information, helping to maintain data integrity and streamline operations.
More related questions
What are the prerequisites for setting up the Zendesk Sell-Support integration?
Before you can set up the Zendesk Sell-Support integration, there are a few prerequisites you need to meet. Firstly, ensure you have a Sell account that is connected to a Zendesk account. Both your Sell and Support accounts must be on the same…
How do I set up the Zendesk Sell-Support integration?
Setting up the Zendesk Sell-Support integration allows you to view Support tickets in Sell and display Sell data in Support. To start, go to the Integrations section in Sell, select the Zendesk Support integration, and click Enable. You can also…
How can I configure additional settings for the Sell-Support integration?
After setting up the Sell-Support integration, you can configure additional settings to tailor the integration to your needs. Navigate to Integrations > Zendesk Support Integration > Sell app in Zendesk Support - Installed. Here, you can specify…
How can I configure lead creation settings in the Sell app for Support?
Configuring lead creation settings in the Sell app for Support allows you to streamline the lead management process. You can set the status of leads, assign sources, and designate owners when creating leads from Support tickets. This includes…
Can Support agents edit contact cards in both Support and Sell?
Currently, Support agents can only edit contact cards within the Support interface, not in Sell. This limitation means that any updates made to contact cards in Support do not automatically reflect in Sell, and vice versa. To manage this, you may…
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