Light User Access for Sell
Feature Request Summary:
Can light agents be provided access to view deals and contacts in Sell
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.
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.
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