Do you know how to hand off a new live chat lead to a sales person using support?
Last updated by Brady Stroud [SSW] 8 months ago.See historyIf 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.
Note: You can also integrate with Dynamics 365 (aka CRM) to pass over lead details from Zendesk straight to a Dynamics 365 lead.