Tagging and Starring Notes in Zendesk Sell
What are the options for tagging and starring notes in Zendesk Sell?
Tagging and starring notes in Zendesk Sell helps you organize and prioritize your information. To tag a note, open it and click the Tag icon at the bottom. You can select from predefined tags configured by your account admin. Tags help you filter and find notes easily in the activity feed.
Starring a note is equally simple. Open the note and click the Star icon at the bottom. A starred note is highlighted, making it easier to locate. These features enhance your ability to manage notes efficiently, ensuring important information is always at your fingertips.
More related questions
How do I create a note in Zendesk Sell?
Creating a note in Zendesk Sell is straightforward and helps you keep track of important information. To create a note, navigate to the relevant lead, contact, or deal page. You can either click on the 'Internal note' from the drop-down menu or the…
Can I restrict access to a note in Zendesk Sell?
Yes, you can restrict access to a note in Zendesk Sell to ensure only certain users can view it. To restrict a note, click on the note you want to limit access to and then click the Padlock icon at the bottom. Once you save the changes, only you…
How can I edit or delete a note in Zendesk Sell?
Editing or deleting a note in Zendesk Sell is simple. To edit a note, hover over the note you want to change and click the Pencil icon at the bottom. Make your changes and click Save. To delete a note, hover over it and click the Trashcan icon,…
How can I view notes in Zendesk Sell?
Viewing notes in Zendesk Sell is easy and can be done directly from the activity feed. On any lead, contact, or deal card, click the Displaying drop-down menu and select the Notes view checkbox to filter and display all notes. On mobile devices,…
Is there a way to prevent a note from being deleted in Zendesk Sell?
Currently, Zendesk Sell does not offer a built-in feature to prevent a note from being deleted entirely. However, you can restrict access to a note to limit who can delete it. By restricting a note, only users with full access permissions can view…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
