Working with notes in Sell

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9 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?

     

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  • 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

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  • 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 :)

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  • 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? 

     

     

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  • 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.
     
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  • Brandon Lee

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

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  • 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.
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  • Andon

    At one point the tooltip on the padlock icon said "show only to those with full access" (or something similar) and now that tooltip says "show only to me".

    What setting changes this behavior? We are looking for a way to restrict sensitive notes to just those with unrestricted access to the platform.

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  • Francis Casino
    Zendesk Customer Care
    Hello Andon,
     
    The behavior of the padlock icon in Zendesk Sell, specifically its tooltip text, can be controlled by changing the visibility settings for sensitive notes. To restrict sensitive notes to those with unrestricted access to the platform, you should adjust the visibility settings as follows:
     
    1. Access Sensitive Notes:
      • Log in to your Zendesk Sell account as an administrator.
    2. Navigate to Sensitive Notes:
      • Access the sensitive notes section in Zendesk Sell, where you can view and manage sensitive notes.
    3. Edit or Create a Sensitive Note:
      • Select the sensitive note that you want to restrict access to, or create a new sensitive note if needed.
    4. Set the Visibility:
      • Within the sensitive note settings, look for an option related to "Visibility" or "Who can see this note."
    5. Choose the Appropriate Visibility:
      • Select the visibility setting that corresponds to your desired access level. In your case, you want to restrict it to those with unrestricted access to the platform. This setting may vary depending on your Zendesk Sell version, but it is typically set to "Only those with full access" or something similar.
    6. Save the Changes:
      • After setting the visibility, be sure to save the changes to update the sensitive note.

    By adjusting the visibility settings for sensitive notes as described, you can ensure that these notes are only visible to users with unrestricted access to the platform. Keep in mind that the specific labels and options may vary depending on your Zendesk Sell version. 
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