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Notify Team on New Lead Creation - Frequently asked questions

Discover how to notify your team when a new lead is created in Zendesk. Explore common questions and solutions to streamline your lead notification process.

Frequently asked questions

How can I notify my team when a new lead is created in Zendesk Sell?

Yes, you can notify your team when a new lead is created in Zendesk Sell. By default, Zendesk Sell has several preset notifications that send an email to users when certain actions occur, such as when a lead, contact, or deal is assigned to them….

What preset notifications are available in Zendesk Sell?

Zendesk Sell offers several preset notifications that are enabled by default to keep users informed. These notifications include alerts when a lead, contact, or deal is assigned to you, when a task is assigned to you, or when your task is due, and…

Can I customize notifications in Zendesk Sell?

Yes, you can customize notifications in Zendesk Sell, especially if you are on a higher plan level. This feature allows users to set up personalized notifications for their individual accounts, tailoring the alerts to their specific needs and…

How do automated task actions work in Zendesk Sell?

Automated task actions in Zendesk Sell allow you to streamline your workflow by automatically assigning tasks based on specific actions, such as when a new lead is created. This feature helps ensure that tasks are promptly assigned to the right…

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