Setting Up Personalized Notifications in Zendesk Sell
How do I set up personalized notifications in Zendesk Sell?
To set up personalized notifications in Zendesk Sell, go to the Settings icon on the Sell sidebar, then navigate to Manage > Notifications and open the Personalized Notifications tab. Click 'Add notification' and choose between Lead, Contact, or Deal. You can then set conditions that must be met for the notification to trigger.
Specify the events that will trigger a notification, such as task additions or status changes, and choose how you'd like to be notified. Options include the Notification Center, email, or web alerts. Remember, personalized notifications are only available on the two highest Sell plans.
More related questions
How do I view notifications in Zendesk Sell?
To view notifications in Zendesk Sell, simply click the Alert icon on the top toolbar. This will open a pop-up window displaying all your recent notifications for quick viewing. If you have any unread notifications, a red dot will appear next to…
How can I customize my notification preferences in Zendesk Sell?
Customizing your notification preferences in Zendesk Sell allows you to tailor how and what you're notified about. You can do this by navigating to Settings > Manage > Notifications. Here, you can choose between preset notifications and web…
What are the types of notifications available in Zendesk Sell?
In Zendesk Sell, you have access to preset notifications and web notifications, with additional personalized notifications available on higher-tier plans. Preset notifications cover standard account activities like lead assignments and task due…
How can I view and manage notifications on the Zendesk Sell mobile app?
You can view and manage notifications on the Zendesk Sell mobile app by accessing the dashboard. A red dot on the Alert icon indicates new or pending notifications. The bottom toolbar shows the number of notifications for Today, Leads, Contacts,…
How do I enable mobile notifications for Zendesk Sell?
To enable mobile notifications for Zendesk Sell, first ensure that personalized notifications are set up in your Sell settings. Then, on your mobile device, go to Settings > Notifications and toggle the notifications you want to receive. For iOS,…
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