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



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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8 comments

'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.
 

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

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

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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.

 

 

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Can a collaborator add a note on the lead or contact?

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Hiedi Kysther

Zendesk Customer Care

Hi Marina Cemaj

Yes, definitely! For reference:


I hope this helps! 

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Is there any way to mass-update all/most contacts with collaborators via a CSV import?

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Can we automatically add collaborators (s) to a lead/contact/deal?

 

Suppose you're a collaborator on a lead/contact/deal, and the email correspondence is only between the lead/contact/deal owner and the customer. Will you get an email notification from Sell when the emails happen?

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