Recent searches
No recent searches
Light User Access for Sell
Posted Nov 07, 2022
Feature Request Summary:
Can light agents be provided access to view deals and contacts in Sell
Description/Use Cases:
We have light agents that need to view a deals status, collaborate with sales on deals and leave notes regarding customer information within the contact file in Sell. For example, our accounts team may wish to leave a note that a customers account is on payment hold. Or our accounts team may wish to check a deals status before sending out an invoice amendment. Another user case, a sales rep may wish for a manager to review the detail details before approving a requested discount.
Business impact of limitation or missing feature:
This feature would be used daily by our team. Currently, important client notes are being communicated outside of Zendesk Sell via internal emails. We wish to keep this communication together in Zendesk Sell.
Thank you
2
3 comments
Official
Patrycja Walencik
Hi Kate Woollard,
Thanks for sharing feedback and the product expectations. We have noted it.
Unfortunately, this is not on the immediate roadmap to tackle.
Thanks,
Pati
0
Gerben Van Ranst
This would be an interesting feature for us too. We currently have ZenDesk support and ZenDesk Sell. Our Application Engineers are multifunctional and provide customer support as well as product demonstrations together with our Sales Rep's.
To keep track of which Application Engineer is/was involved with which Lead (this can become rather complex), would be a great added value in Sell. A starting point would be a link to ZenDesk Support from the ZenDesk Sell Collaborators field. Better still would indeed be something similar to Light Agent.
Thank you
1
Kathryn Brewer
This is a major weakness of Sell, that there is no lite agent provisions for collaboration internally. Communication is outside of Sell, so comments are either missed or have to be manually added to the deal by an agent. Additionally, allowing support users to see documents uploaded to the Deal, would eliminate the need to download, the send an email outside of Sell for comments and feedback from the team when developing a quote. There have been few if any upgrades to the platform over the last few years, so curious why this important upgrade would not be something Zendesk would integrate.
1