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Sophie McMonagle

  • Activité totale 122
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Dernière activité effectuée par Sophie McMonagle
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    Sophie McMonagle a créé une publication,

    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 a créé un article,

    Zendesk Sell - Guide de mise en route

    Dans ce guide, nous allons aborder certaines des fonctionnalités les plus importantes de votre compte Sell, que vous pourrez explorer lors de votre essai gratuit de 14 jours ou quand vous commenc...

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    Sophie McMonagle a ajouté un commentaire,

    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 a créé une publication,

    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 a créé une publication,

    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 a créé une publication,

    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 a créé une publication,

    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 a ajouté un commentaire,

    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 a créé une publication,

    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...

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    Sophie McMonagle a créé une publication,

    Distributing leads, contacts, and deals across your team

      Distribution pools are available on Sell Enterprise and Elite plans and allow you to automatically assign leads, contacts, or deals to the team members in the pool. When you set up a distribut...