Managing Sales Opportunities with Zendesk Sell

How can Zendesk Sell help manage sales opportunities?

Zendesk Sell is designed to streamline communication with leads and contacts, helping you focus on sales opportunities. By integrating your personal agent email, you can ensure that all relevant communications are captured and managed effectively.

Additionally, if you have the Zendesk Sell app installed in Support, agents can use the 'Send note to sales' feature to alert the sales team about potential opportunities. This integration helps maintain a clear distinction between support inquiries and sales leads, optimizing your sales process.

More related questions

Should I use my personal or company email for Zendesk Sell integration?

For Zendesk Sell integration, it's best to use your own agent email address. This is because Sell is designed to help you manage communications with leads and contacts, not to track all incoming support requests to your company's general email…

What happens if I integrate my company's general email with Zendesk Sell?

If you integrate your company's general email with Zendesk Sell, messages won't automatically sync unless they are tied to an existing lead or contact. This means that general inquiries or support requests won't be captured in Sell unless they are…

Why is it important to use an agent email for Zendesk Sell?

Using an agent email for Zendesk Sell is crucial because it ensures that your communications are directly linked to your sales activities. This approach helps you focus on nurturing leads and closing deals, rather than sifting through general…