Managing Phone Call Activity in Zendesk Sell
How do I manage phone call activity in Zendesk Sell?
Managing phone call activity in Zendesk Sell is straightforward with the Communication Center. Calls are categorized into Matched and Unmatched sections, helping you keep track of all interactions.
Matched calls are those associated with existing leads or contacts, and you can listen to call recordings or make follow-up calls directly from this list. Unmatched calls are from numbers not linked to any lead or contact. You can add these numbers to Sell as new leads or contacts, update existing records, or simply ignore them. Missed calls are also highlighted, making it easy to follow up. For more information, check out theoriginal link.
More related questions
How can I view email activity in Zendesk Sell?
You can easily view your email activity in Zendesk Sell by navigating to the Communication Center. Here, emails are organized into four tabs: Inbox, Suggested People, Sent, and Archived. Each tab helps you manage different aspects of your email…
How can I view and manage text message activity in Zendesk Sell?
In Zendesk Sell, text message activity is managed through the Communication Center, where messages are divided into Matched and Unmatched sections. Matched text messages are linked to existing leads or contacts, allowing you to view and respond to…
How do I send a text message from the Communication Center in Zendesk Sell?
Sending a text message from the Communication Center in Zendesk Sell is simple. You can initiate a new message directly from the Text Messages tab. To send a text, click the Communications icon, then the Text Messages tab, and select New Message….
How can I respond to a text message in Zendesk Sell?
Responding to a text message in Zendesk Sell is easy and can be done directly from the Communication Center. To respond, click the Communications icon, navigate to the Text Messages tab, and select the message you wish to reply to. Type your…
How do I star messages in Zendesk Sell?
Starring messages in Zendesk Sell helps you keep track of important communications. You can star messages when you first create or edit them. To star a message, open the message on the lead, contact, or details page, and click the Star icon….
How can I add messages to a thread in Zendesk Sell?
Adding messages to a thread in Zendesk Sell allows you to organize and easily find related communications later. To add a message to a thread, open the message on the lead, contact, or details page, and click the Thread icon. This action groups the…
How do I delete a text conversation in Zendesk Sell?
Deleting a text conversation in Zendesk Sell is a straightforward process that removes the conversation from both the lead or contact page and the Communication Center. To delete a conversation, click the Communications icon, navigate to the Text…
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