Setting Up Communication Channels in Zendesk Sell
How do I set up communication channels in Zendesk Sell?
To set up communication channels in Zendesk Sell, you need to integrate them into your Sell account. This includes email, voice calls, and text messaging. Once set up, all data related to these channels is saved and can be tracked.
To get started, ensure that your email is integrated with Zendesk Sell and that you are using calls and text in Sell Voice. This setup allows you to initiate communication with your leads and contacts directly from Zendesk Sell, making it easier to track and manage your interactions. For more detailed instructions, you can refer to the originalZendesk help documentation.
More related questions
What are the communication fields available in Zendesk Sell?
Zendesk Sell offers 14 communication fields that you can use to track your interactions with leads, contacts, and deals. These fields can be added as filters to your smart lists. The fields are categorized into General, Incoming, Outgoing, and…
How can I track communication channels using smart lists in Zendesk Sell?
You can track communication channels in Zendesk Sell by adding communication fields as filters to your smart lists. This allows you to monitor your sales pipeline effectively. To do this, select a working list or create a new smart list, then click…
What recommendations are there for using communication fields in Zendesk Sell?
To effectively use communication fields in Zendesk Sell, consider these recommendations: track everyone's communication, reach out to new prospects, improve follow-up communication, and analyze email campaign effectiveness. For instance, use the…
Can I track communication activity for all agents in Zendesk Sell?
In Zendesk Sell, you can only track your own communication activity for most fields. The 'Days Since Last Communication' field is the exception, allowing you to view everyone's communication activity. If you need to track communication for each…
How do I troubleshoot communication field sync issues in Zendesk Sell?
If you encounter sync issues with communication fields in Zendesk Sell, such as discrepancies in 'Days Since Last Communication', try using the sync update in the communication tab. Ensure that your communication data is logged correctly in…
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