Preset Notifications in Zendesk Sell
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 when an appointment is due.
These preset notifications ensure that users are always up-to-date with their responsibilities and can manage their workload effectively. For users on higher plan levels, there is also the option to customize these notifications further to suit individual preferences.
More related 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….
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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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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