In the Communications Center you’ll see a tab calledSuggested people. This is where you'll find email addresses from senders that are associated with your synced email account, but are not registered as a lead or contact in Sell. You can use this view to add a sender as a Sell lead or contact.
Only the user who owns the synced email account can see suggested people for emails in Sell.
If you add the sender's email address as a lead or contact, email messages will be synced from your email account to Sell. Email messages are never synced to Sell unless they are associated with an existing lead or contact in Sell.To add a suggested person's email address as a lead or contact
- In Sell, click the Communication icon (
). - On theCommunication Centerpage, click theSuggested peopletab.
- Select the checkbox of an email message from a recipient that you want to add as a lead or contact.
- ClickAdd as leadorAdd as contact.
You can also clickDismissif you do not want to add them.
The new lead or contact is created and you’ll see their email messages in the new lead or contact card, after the next syncing of your email integration (seeIntegrating email with Zendesk Sell).
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3 Comments
Recently, a 'Suggested People' box has started appearing in my Inbox tab instead of my Suggested People tab. It keeps requesting that I add bot email addresses as leads. How do I disable this feature?
Hello Colin,
The ability to toggle off the suggestions on the inbox tab is under development, but not presently possible. I would recommend following this feedback post to stay in the loop on developments regarding this function:https://support.zendesk.com/hc/en-us/community/posts/1260802109930-Suggested-People-in-Communications-Center
Beau | Customer Advocate |support@zendesk.com
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Why would you guys push the suggestions to prod before having completed the ability to disable it? Couldn't you guys just roll back the suggestions feature until that toggle is complete? I don't understand why you would intentionally create a bad user experience by implementing the suggestion without implementing the feature to remove it?
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Thank you for editing my comment without answering my question.
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