Using the Log Visit App in Zendesk Sell
How can I use the Log Visit app in Zendesk Sell?
The Log Visit app is used to log visits for leads and contacts in Zendesk Sell.
When you have a lead or contact open, the app will display in the right sidebar on the Leads or Contact page. To log a visit, select the outcome and add any notes about the visit in the app. Then, click on Log New Visit, and a confirmation message will appear. This makes it easy to keep track of interactions with your leads and contacts.
More related questions
How do I install the Log Visit app in Zendesk Sell?
To install the Log Visit app in Zendesk Sell, you need to access the Zendesk Marketplace. First, navigate to the Settings in Zendesk Sell, then select Tool > Apps. Click on Marketplace in the upper-right corner of the page. In the search bar, type…
Where can I see the visits logged using the Log Visit app?
Visits logged using the Log Visit app are visible in the Activity Feed of the lead or contact in Zendesk Sell. This feature allows you to easily track and review all interactions with your leads and contacts, ensuring you have a comprehensive view…
Can I log visits to deals using the Log Visit app?
No, the Log Visit app does not support logging visits to deals in Zendesk Sell. The app is designed to log visits only against leads and contacts from the sidebar. Unfortunately, this functionality is not available for deal pages, as clarified by…
What are the release notes for the Log Visit app?
The Log Visit app has undergone several updates since its initial release. Version 1.0.0 was the initial release on 2020-08-20. Version 1.1.0, released on 2021-03-25, added functionality to log visits to both person and company contacts. Version…
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