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Sophie McMonagle

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Última actividad de Sophie McMonagle
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    Sophie McMonagle hizo un comentario,

    Thanks Brett, this is now fixed.

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    Sophie McMonagle creó una publicación,

    Setting up note tags

      You can define note tags in Settings > Notes. When you create a note tag, it can then be applied to any note in Sell. You need admin rights to set up tags. Note: Note tags are different to co...

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    Sophie McMonagle creó un artículo,

    Primeros pasos con Zendesk Sell

    En esta guía explicaremos algunas de las funciones más importantes de su cuenta de Sell que puede explorar durante el periodo de prueba gratis de 14 días, o cuando empiece a usar Sell. Para confi...

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    Sophie McMonagle hizo un comentario,

    A new beta for you! Note starring and tagging in Zendesk Sell helps you to manage notes by enabling: 1. Note starring: star new and existing notes and filter your activity feeds by starred notes2. ...

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    Sophie McMonagle creó una publicación,

    Using notes on Android

    With the Sell mobile app you can create and manage your notes from your mobile phone. Create notes to capture information about the lead, contact or deal, such as meeting notes, personal informati...

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    Sophie McMonagle creó una publicación,

    Using notes on iOS

    With the Sell mobile app you can create and manage your notes from your mobile phone. Create notes to capture information about the lead, contact or deal, such as meeting notes, personal informa...

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    Sophie McMonagle creó una publicación,

    Working with notes

    You can create notes for any lead, contact, or deal, so that you can record relevant information relating to your interactions. For example, you might want to record meeting notes or a contact's bu...

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    Sophie McMonagle creó una publicación,

    Viewing starring and tagging in the Activity Feed

    You can use the Activity Feed from any lead, contact, or deal page in Zendesk Sell to see all activity-related information for that record. To make it easy to find the exact information you are loo...

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    Sophie McMonagle hizo un comentario,

    Check out our new Sell EAPs! Sell roles and actions permissions Permission enhancements for roles and actions in Zendesk Sell help you to manage your users: Actions permissions provide a broader r...

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    Sophie McMonagle creó una publicación,

    Assigning distribution pools

    You can assign a distribution pool anywhere in Sell that you assign an owner for a lead, contact, or deal. This article contains the following sections: Assigning a distribution pool to a singl...