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Do you know how to hand off a new live chat lead to a sales person using support?

Last updated by SSW.Rules.SharePointExtractor on 22 Feb 2021 02:21 am (9 months ago) See History

If you’re chatting with a client on Zendesk chat, and you realize you’re going to need to involve someone else, such as a salesperson, you can create a support ticket and assign it either to a sales group, or else a specific person.

zendesk handoff 1 min
Figure: Chatter can create a ticket directly from the chat window

zendesk handoff 2 min
Figure: ticket is then created with chat history appended

Note: You can also integrate with Dynamics 365 (AKA CRM) to pass over lead details from Zendesk straight to a Dynamics 365 lead.

Ulysses MaclarenUlysses Maclaren

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