Adding a collaborator to work with a lead, contact, or deal

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4 Comments

  • William Sedgwick

    'The collaborator is notified when certain actions take place on those records',

    How are the collaborators notified? , is it via email?

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  • Dane
    Zendesk Engineering
    Hi William,
     
    The collaborator will be notified via email.
     

    0
  • Taylor Choonhaurai

    What are the  certain actions collaborators are notified on? Per the :

    "The collaborator is notified when certain actions take place on those records."

    0
  • Dane
    Zendesk Engineering
    Hi Taylor,
     
    These will be the changes that the collaborators can be notified. For additional information, please refer to Setting up notifications in Sell.

     

     

    0

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