Setting Up a Team in Zendesk Sell
How do I set up a team in Zendesk Sell?
Setting up a team in Zendesk Sell involves creating a group of users who report to a specific user, like a sales manager. This setup is beneficial for organizing your sales reports and ensuring a clear reporting structure.
To create a team, choose a name that is easily identifiable, which will help when viewing sales reports. Remember, teams are available on the two highest Sell plans, so ensure your plan supports this feature before proceeding.
More related questions
What are teams and groups in Zendesk Sell?
Teams and groups in Zendesk Sell help organize users within your organization. A team is a set of users reporting to another user, like a sales manager, and is useful for sales reports. A group is a collection of users from across the organization,…
Can I delete a group in Zendesk Sell?
Unfortunately, you cannot delete a group in Zendesk Sell once it has been used in the hierarchy. However, you can remove a group from active use by changing the group designation for each user associated with it. To do this, go to User Management,…
What is the role of the account owner in Zendesk Sell?
In Zendesk Sell, the account owner is the topmost manager in the user hierarchy by default. This means all users report to the account owner until you set up your organizational structure with teams and groups. The account owner plays a crucial…
How can I change a user's group in Zendesk Sell?
To change a user's group in Zendesk Sell, you need to access the User Management section. Click on the user you want to edit, and in the 'edit user' popup, you can reset the group definition or remove the group affiliation entirely. This process…
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