Working with notes in Sell

Return to top

7 Comments

  • Rami Koivisto

    I wish to add a Smart List with Starred Notes only. It's not so handy to view from Activity Feed as I have all needed on My Dashboard view. Because at times it is more natural for me to have a Note than a Task (in Tasks there is no space for any notes, only name of Task).

    Is that possible?

     

    0
  • Mackenzie Krueger
    Zendesk Digital Resources Team

    Hello Rami,

    That is a good question! Unfortunately, that is not a feature of smart list communication filters.

    Kenzie K | Sell Customer Advocate |
    Contacting the Zendesk support team

    0
  • Rami Koivisto

    What a pity! So, twinkle, twinkle, little star, makes me wish there would be unbound Notes too. Surely Notes should have possibility to link certain Deal or Contact. Plus Notes icon on menubar :)

    0
  • Brandon Lee

    Hi there, may I know if there is a way to add a note in Zendesk Sell that allows us to track whether a client has been contacted? For example, an email was sent from Zendesk Support, but we want to clock it as a "contact" under Zendesk Sell. Meaning to say it will show up under "last communication" X days ago, etc? 

     

     

    0
  • Austine Hipol
    Hi Brandon, 
     
    Thanks for reaching out to Sell!
     
     
    Support tickets aren't included in the Sell communication filters but if you pull in Last Activity date, you can track a note sent to sales from Support. 
     
     
    Please let me know if you have further questions.
     
    0
  • Brandon Lee

    hi Austine Hipol ! sorry, may i know what you mean by "track a note sent to sales from Support?"

    0
  • Austine Hipol
    Hi Brandon, 
     
    You need to install Zendesk Sell in your Support, once done you can do the sample video I attached. 
     
    Please let me know if you have further questions.
    0

Please sign in to leave a comment.

Powered by Zendesk