Set Email Sharing Permissions in Zendesk Sell
How do I set permissions for sharing emails in Zendesk Sell?
In Zendesk Sell, you can set permissions to share email messages with your team. You can choose to make emails visible for specific leads or contacts, or allow all email conversations to be visible to other Sell users. Visibility settings can be defined separately for leads, contacts, and deals.
This feature is useful for teams that need to collaborate and stay informed about ongoing communications with clients. By setting appropriate permissions, you can ensure that your team has access to the necessary information without compromising privacy.
More related questions
How can I integrate my email with Zendesk Sell?
Integrating your email with Zendesk Sell allows you to communicate directly through the platform. You can integrate external email systems like Google Mail and Microsoft Exchange. Once set up, your email messages from the external server are…
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