To automate tasks in Zendesk Sell, you need to be on an Enterprise or Elite subscription. These subscription levels provide the capability to set up rules that automatically create tasks based on certain criteria.
This feature is designed to enhance productivity by reducing the need for manual task entry, especially for recurring tasks. For more details, refer to the article on creating and managing tasks for leads, contacts, and deals.
No, you cannot create a drop-down menu for tasks in Zendesk Sell. However, if you're using an Enterprise or Elite subscription, you can set up rules to automate task creation. This can help streamline your workflow by automatically generating tasks…
If you're on an Enterprise or Elite subscription, you can automate task creation in Zendesk Sell by setting up rules. These rules allow you to automatically generate tasks based on specific triggers or conditions, saving you time and effort. This…