Managing Tags for Leads, Contacts, and Deals - Frequently asked questions
Frequently asked questions
How can I add tags to leads, contacts, and deals in Zendesk Sell?
To add tags in Zendesk Sell, you need admin rights. Navigate to the Settings icon, then select Customize for Leads, Contacts, Prospects and Customers, or Deals. Under the Tags tab, click 'Add Tag', enter your tag, and click 'Add'. You can choose…
Can all users add tags in Zendesk Sell?
Yes, all users can add tags if an admin allows it. Admins can set permissions to let all users add tags by editing tag settings for leads, contacts, and deals. When set to 'All users', any user can add tags, which will be visible to the entire…
How do I edit or delete tags in Zendesk Sell?
To edit or delete tags, go to the Settings icon, select Customize for the relevant category, and open the Tags tab. Click 'Edit' next to a tag to change its name, or click the trash can icon to delete it. Note that you need the right permissions to…
What are the permissions required to manage tags in Zendesk Sell?
Managing tags in Zendesk Sell requires specific permissions. Admin rights are needed to create, edit, or delete tags made by others. Users can manage tags they created or those by their subordinates. Without admin privileges, users cannot delete…
How can tags be used in Zendesk Sell?
Tags in Zendesk Sell help organize and filter data. Once added, they can be used to filter working and smart lists and define reports. Tags can also be added through data import or when converting leads to contacts, enhancing data management and…
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