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How do I move notes from Support into Sell, and notify my user?



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Mackenzie Krueger

Zendesk Digital Resources Team

Edited Oct 18, 2022


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Hello Kenzie,

You may need to update your article because when I send a note to sales from the support app it will automatically @ mention anyone involved with the contact - Is this correct or a glitch? 

Thank you,

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Jason Schaeffer

Zendesk Customer Care

Hi Jay,

When a Support Agent selects to leave a note in Sell on a Lead/Contact, the integration will @mention the Lead/Contact Owner in Sell so they receive an email notification (unless they have opted out of notifications on Notes). That is expected behavior. It should not @mention anyone involved with the contact”, just the 1 Owner of the record in Sell.

If that is something you are experiencing we would want to take a look at it for you and check out any examples you may have.

Thanks!

Jason Schaeffer | Customer Advocate | Support@zendesk.com

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