Requesting Tickets on Behalf of Customers in Zendesk Sell
How can a Sales representative request a ticket on behalf of a customer?
A Sales representative can request a ticket on behalf of a customer directly in Sell by using the Tickets widget. They can click the (+) button and fill out a short form about the issue. The ticket description is added as an internal note, visible only to Support staff, ensuring that the agent has all necessary information to respond effectively to the customer.
More related questions
What are the benefits of integrating Zendesk Sell with Zendesk Support?
Integrating Zendesk Sell with Zendesk Support provides a comprehensive overview of customer interactions. This integration allows you to access Support tickets directly from Sell and view Sell data within the Support interface. This seamless access…
How can sales representatives access Support tickets in Zendesk Sell?
Sales representatives can access Support tickets in Zendesk Sell through the Tickets widget. This widget automatically displays tickets when the email addresses or phone numbers of a Lead or Contact in Sell match with requester data in Support….
What permissions do Sales representatives have in Zendesk Support?
Sales representatives in Zendesk Support typically have the Contributor role, which provides limited permissions. This role allows them to access Support and fetch ticket data but does not permit them to create end-users. If a Sales rep needs full…
How does the integration help support teams in Zendesk?
The integration between Zendesk Sell and Support helps support teams by providing them with context about customer sales. This allows support agents to pass valuable sales-related insights to the Sales department, fostering better collaboration and…
How can I manage email notifications for Sales representatives in Zendesk Support?
Email notifications for Sales representatives in Zendesk Support are managed through triggers. If your sales team is receiving too many notifications, you can adjust the triggers to control what notifications are sent and to whom. For instance, you…
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