If you find that some users are blocked out when trying to @mention them in Zendesk Sell, it might be because they don't have access to the lead, contact, or deal you're creating a note for.
Only users with access to the specific lead, contact, or deal can be mentioned. If this isn't the issue, consider opening a support ticket for further assistance.
You can use @mentions in Zendesk Sell to notify team members about specific opportunities. Simply create a new note, call, or visit log for a lead, contact, or deal, and click the @ icon to see a list of users to include. Alternatively, you can…
Using @mentions in Zendesk Sell can enhance collaboration by allowing you to share updates, ask questions, and assign tasks. For example, you can log a note and @mention someone to get an update on a sale's status or ask a coworker a question about…
You can customize @mentions notifications in Zendesk Sell to suit your preferences. By default, users receive both an email notification and a web alert when they are mentioned. To modify these settings, go to the Sell sidebar, click the Settings…