Setting up a client space to collaborate with your deal contacts

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4 Comments

  • Josh

    This area needs a makeover :( 

    1
  • Grzegorz Pogwizd

    Thanks for the feedback Josh and we agree that the Client Space UI could use a revamp, although due to other roadmap commitments, there is currently no work planned on that specific feature.

    Grzegorz Pogwizd
    Technical Support Engineer | Zendesk Sell

    Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
    Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
    Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab

    0
  • Massimiliano Meroni

    hello,

    i try on sell to create client space but after I have invited the contact to the client space in order to enter the space do you need the sell license also for external clients who will use it?

     

    thanks 

     

    Massimiliano

    0
  • Grzegorz Pogwizd

    Hi Massimiliano,

    Thanks for this question and I'm happy to clarify.

    Please know that you do not need a license in Sell for your customers that you invite to the Client Space. Only actual users of Sell in your account do require licenses.

    I trust this helps and in case of any further questions or concerns do not hesitate to let us know.

    Grzegorz Pogwizd
    Technical Support Engineer | Zendesk Sell

    Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
    Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
    Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab

    0

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