Understanding the Call Summary Page in Sell Voice
What is the Call Summary page in Zendesk Sell Voice?
The Call Summary page in Zendesk Sell Voice appears after each call, allowing you to record the call outcome and add notes. You can also create tasks, such as reminders, to follow up on the call. This feature helps keep track of important details and ensures that all relevant information is logged for future reference.
To use the Call Summary page, select a call outcome from the dropdown menu, add notes, and optionally create a follow-up task. Click Save to attach the call details to the lead, contact, or deal.
More related questions
How do I make calls using Zendesk Sell Voice?
Making calls with Zendesk Sell Voice is straightforward and available on all plans. To start, click the Voice icon in the top right corner of any page and begin typing the name of a user or company. You'll see matches for the text anywhere it…
Can I receive inbound calls with Zendesk Sell Voice?
Yes, you can receive inbound calls with Zendesk Sell Voice. When someone calls your Voice phone number while you're using Sell, you are notified in your Sell window. If you don’t answer, your computer is off, or you click to transfer the call, it…
How can I add participants to a conference call in Sell Voice?
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What is the process for setting up an auto dialer in Sell Voice?
Setting up an auto dialer, or call list, in Sell Voice allows you to call contacts or leads in succession automatically. This feature is only available on the two highest Sell plans. To create a call list, you need to configure it in the settings,…
How do I use text messaging (SMS) in Zendesk Sell Voice?
Text messaging (SMS) in Zendesk Sell Voice is a quick and effective way to communicate with prospects and customers. You can send and receive texts using your existing Voice number without additional setup. To send a text, navigate to a lead or…
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