Types of Relationships in Zendesk Sell
What types of relationships can I define in Zendesk Sell?
In Zendesk Sell, you can define two main types of relationships: company-employee and company hierarchy.
These relationships help organize your business data but may not cover all business contexts. For more specific needs, such as agency relationships or third-party consultants, you can create custom relationships. This flexibility allows you to represent any type of contact relationship relevant to your business.
More related questions
How can I create custom relationships for contacts in Zendesk Sell?
Creating custom relationships in Zendesk Sell allows you to tailor contact relationships to fit your business needs. To add a new custom relationship, start by clicking the Zendesk Products icon in the top bar and selecting Admin Center. Then,…
Why should I use custom relationships in Zendesk Sell?
Using custom relationships in Zendesk Sell allows you to better represent your unique business contexts. While standard relationships like company-employee or company hierarchy are useful, they might not cover all scenarios. Custom relationships…
How do I label a custom relationship in Zendesk Sell?
When labeling a custom relationship in Zendesk Sell, it's important to choose a name that is clear and understandable for your team. Enter the relationship name in the Relationship name field, using underscores instead of spaces (e.g.,…
What are the limitations of the related objects widget in Zendesk Sell?
The related objects widget in Zendesk Sell has some limitations to keep in mind. It supports up to 10 relationship types, and for each relationship type, you can add up to 50 related objects. These constraints ensure that the widget remains…
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