After you've set up the Sell-Support integration, you can customize your views to use the integration in a way that suits you.
As a Zendesk Support admin, you can configure the Sell integration to show more relevant sales information to your support agents and let them have even better customer conversations using data from Sell. After you've configured the fields, all your agents will see relevant information immediately.
You'll need Zendesk Support account admin rights to configure the Sell-Support integration.
To customize Sell fields in Support
- In Support, go to the Sell widget and click the Configure Lead Fields link to configure fields for Sell leads, people contacts, and company contacts.
In these steps, we will configure lead fields.
Select Edit from the Leads, People (Contacts), or Company (Contacts) widget to begin the configuration.
There are three options in the configuration process because it is likely that you have different custom fields for your respective leads, people contacts, and company contacts. Make sure that you have added information in your custom fields in Sell so that there is meaningful information being pulled into Support.
Use the search box to find available fields, and click and drag fields from left to right to add them to the widget.
You can click and drag fields from right to left to remove them from the widget.
You can also reorder the fields in the widget by clicking and dragging the field up or down in the list.
- Click Review to check how the information will be presented in Zendesk Support.
- Click Publish to enable the customized widget for agents.
You'll see the changes reflected immediately in Support. If you can't see any sales information about the ticket requester, it means there was no match to any lead, contact or company information in Sell.
- Repeat these steps for configuring the people widget and the company widget.