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Sharing email conversations with your team



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Nova Dawn

Zendesk Documentation Team

Edited Jun 21, 2024


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8 comments

Can Admins control the Visibility tab for non-Admins?

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Jason Schaeffer

Zendesk Customer Care

Hi Adam,

Yes, any Administrator would be able to control the visibility for any email including non admin users. Selecting this setting allows email messages to and from the email address to be visible to the other Sell users who have access to the lead, contact, or deal.

Hope that helps!

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Where is the Visibility tab for my team? I am an admin trying to set their emails to visible. 

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Dane

Zendesk Engineering

Hi Cabana,
 
It's located below the section for adding Internal Note, Email and SMS.
 

 
Hope this helps!
 

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Hello , I would like to start measuring how many emails are being sent by my sales team. Is there any feature in zendesk where I can download or visualise information such as:

Emails sent per day ( as admin I want to see all sales team interactions.)
Interactions with clients per user

or any other information relevant to start measuring kpi's

 

thank you 

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Hi Luis,
 
For Sell, we do offer ways to track your communication channels. These include the Activity Overview report, the Call Outcomes report, the Email Outcomes report, and the Visit Outcomes report.
 
Please take a look at the following article for more details: About Activity Reports.
 
I hope this helps.
 
Cheers,

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Hello. 

 

Why does my “Deal” have a different “@get.base” email address? 

 

When my client replies to an email that I sent to them via the “Deals” page, the reply is not being captured on the Deal page. It is being captured on the “contact” page, because there is an “auto-forwarding” rule to our standard “@get.base” address, but i notice that the Deal page, despite being the same contact as the Contact page, has a different @get.base address?? 

 

Is there any way to have emails received on the “Contact” to be visible on the “Deal”? 

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I am the account owner and admin - how do I adjust the visibility for those on my team? I need to be able to see what they are saying in their communication 

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