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Karan12
Karan12
September 15, 2023
Question

How to add custom fields/validations on tasks?

  • September 15, 2023
  • 1 reply
  • 80 views

We are onboarding to Zendesk sell and one of our use case is to assign multiple tasks with different priority and task type to our sales team.

The task option in Zendesk sell seems very vanilla. I would want to atleast add a validation (What the type is about) and the priority of the task (How severe or important the task is).

 

Is there any way to achieve this?

    1 reply

    G
    Gab11Employee
    Employee
    November 24, 2023
    Hi karankuwarbidxb, 
     
     
    Creating and setting field rules for custom fields in Sell can be applied to a created Lead, Contact or based on the rules set for your Deal. If this is something that would be suitable for your workflow, you may refer to the articles below for your guidance: 
     
     
    Alternatively, you may use the Sell task player that is designed to make task completion faster and easier. The task player shows the context of the task at the top of the screen and the lead, contact, or deal related to that task all on one page.
     
    For more information on this: Using the Sell task player
     
    I hope this works for you. 
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