Managing Credit Allocation for Zendesk Reach
How can I manage credit allocation for Sales Engagement Tools (Reach)?
Managing credit allocation for Sales Engagement Tools (Reach) involves setting up how credits are distributed among users.
In Zendesk Sell, go to Settings, then Data > Prospecting and enrichment. Under the Credit allocation tab, you can choose to share credits across all users or limit them to admins. This setup allows you to control how your team uses prospecting and enrichment credits effectively. For more information, refer to theoriginal link.
More related questions
What are Zendesk's Sales Engagement Tools (Reach) used for?
Zendesk's Sales Engagement Tools (Reach) are designed to enhance your sales process. They help sales teams build targeted lead lists, enrich contact profiles, and automate outreach with customized email sequences. These tools are divided into three…
How can I trial Zendesk's Sales Engagement Tools (Reach)?
You can trial Zendesk's Sales Engagement Tools (Reach) with a 14-day free trial. This trial includes four prospecting and four enrichment credits per account. To start the trial, you need to have a Sell customer or trial account. This allows you to…
What are the different Sell plans for Sales Engagement Tools (Reach)?
Zendesk offers three Sell plans that include Sales Engagement Tools (Reach): Growth, Professional, and Enterprise. The right plan for you depends on your organization's needs, such as the number of leads you need to enrich or engage. Each plan…
How do I set up Sales Engagement Tools (Reach) in Zendesk Sell?
To set up Sales Engagement Tools (Reach) in Zendesk Sell, you need admin rights. Start by managing credit allocation and mapping custom fields. Go to Settings, then Data > Prospecting and enrichment. Use the Credit allocation tab to manage your…
What is the process for mapping custom fields in Zendesk Sell?
Mapping custom fields in Zendesk Sell allows you to organize data according to your business needs. To map fields, go to the Field Mapping tab under Settings > Data > Prospecting and enrichment. Here, you can map standard information like Email and…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
