Notifying Sales About Leads in Zendesk Sell
How do I notify the sales team about current leads and contacts in Zendesk Sell?
You can easily notify your sales team about current leads and contacts using the Zendesk Sell app in Support. Simply click 'Send note to sales' within the app to add a note to the lead or contact in Sell.
This action sends a notification to the lead or contact owner, ensuring they are aware of any interactions the lead or contact has had with Support. This seamless communication helps keep your sales team informed and ready to follow up on potential opportunities.
More related questions
How can I view customer information using the Zendesk Sell app in Support?
The Zendesk Sell app in Support allows you to view detailed customer information directly from a Support ticket. This integration provides support agents with valuable context about the requester, such as their last point of contact, social media…
How can I create a lead in Zendesk Sell from a Support ticket?
Creating a lead in Zendesk Sell from a Support ticket is straightforward. If no lead or contact is found in Sell, you can click 'Create lead' in the Zendesk Sell app within Support. You have the option to add a note before creating the lead. The…
What should I do if I encounter issues setting up the Zendesk Sell app in Support?
If you face issues with the Zendesk Sell app in Support, such as not seeing lead or contact data, it might be due to configuration settings. Ensure that a Zendesk Sell administrator has granted the necessary access to agents. The administrator…
Can I customize the data fields displayed by the Zendesk Sell app in Support?
Yes, you can customize the data fields displayed by the Zendesk Sell app in Support. This customization allows you to choose which information is most relevant for your support agents to see. You can configure both the type of information and the…
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.
