Do you know how to hand off a new live chat lead to a sales person using support?
Updated by Brady Stroud [SSW] 1 year ago. See history
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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.
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Figure: Chatter can create a ticket directly from the chat window
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.
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