Post-Call Actions in Zendesk Sell
What should I do after recording a call in Zendesk Sell?
After recording a call in Zendesk Sell, you can view a call summary page where you can document the call outcome and summary. This feature allows you to keep track of important details and follow up on the call if necessary.
You can also create tasks, such as reminders, to ensure that any necessary actions are taken post-call. This helps in maintaining an organized workflow and ensures that no important follow-ups are missed.
More related questions
What are the legal requirements for recording calls in Zendesk Sell?
When recording calls in Zendesk Sell, you must comply with various legal requirements. These include obtaining consent from call participants, which can vary depending on the location and specific laws of the region. For instance, some laws require…
How can I obtain consent for recording calls in Zendesk Sell?
Obtaining consent for recording calls in Zendesk Sell is crucial due to varying consent laws. The best practice is to comply with the strictest consent laws by obtaining consent from all parties involved in the call. You can announce at the…
What should I do if a call participant does not consent to recording?
If a call participant does not consent to recording, you should respect and comply with their choice. It's important to have a process in place to handle such situations, which may involve disabling call recording for that particular call. Ensuring…
Can I use pre-recorded greetings to announce call recording in Zendesk Sell?
No, pre-recorded greetings are not supported in Zendesk Sell for announcing call recording. Instead, you should verbally announce at the beginning of each call that it will be recorded, especially if you have set all calls to be recorded in your…
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