Aron Lewin

Hi Team,
We are new to the Zendesk world and we are currently setting up our org with the help of Chad and the Gravity CX team.

We have come across a limitation that I was hoping we could get some help with around working across support & sell.

We have situations where Sell users push a support task to a Support user to do something in an external system and then the support agent updates the contact card with shared information.

We  want to save some custom fields in both our CRM & Support contact cards, but currently a support agent can only edit contact cards in support side and not Sell side. We were hoping that we update the contact in one of the systems (Support or Sell) and it mirrors in the other system.

Do you know of any ways to get around this limitation?

Cheers,

Aron