Using the Context Panel in Sell - Frequently asked questions
Discover answers to common questions about using the context panel in Zendesk Sell. Learn how to optimize your workflow and enhance productivity with this feature.
Frequently asked questions
What is the context panel in Zendesk Sell?
The context panel in Zendesk Sell provides valuable contextual information about your leads, contacts, and deals. It is located on the right side of all lead, contact, and deal cards, and the icons displayed vary based on the features enabled by…
How do I open and close the context panel in Zendesk Sell?
You can easily open and close the context panel in Zendesk Sell to streamline your workflow. To open it, simply click any icon in the context panel sidebar on the right side of a lead, contact, or deal card. To close the panel, click the same icon…
Can I resize the context panel in Zendesk Sell?
Yes, you can resize the context panel in Zendesk Sell to better view customer context or sidebar apps. To do this, open the context panel on a lead, contact, or deal card, then hover over the shared border between the panel and the activity space….
How do I switch between views in the context panel?
Switching between views in the context panel is straightforward. When the panel is open, click on an icon, such as the Apps icon, to view different information. To switch to another view, simply click a different icon, like the Deals icon, to see…
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