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Q&A - Sales CRM (Sell)

Ask your questions, engage in discussion, and find solutions related to Zendesk Sell.


Let’s see how you can use sales triggers to automate some of the repetitive manual activities you or your colleagues per...

Gepostet 28. Okt. 2022 · Jakub Konik

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Hi All We use a global forwarding system from our server to the “get base” email address so that we capture all emails f...

Gepostet 07. Okt. 2024 · Shona O'Brien

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My boss has complained that when he sends an email to multiple recipients, he receives emails saying “One of 3 r...

Gepostet 09. Dez. 2024 · Kali Tudisco

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We migrated to Zendesk Sell at the end of last year but still have documents to attach to our legacy deals. I noticed th...

Gepostet 07. Apr. 2023 · System

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Hi , I am currently experiencing an issue with the Firehose API of Zendesk Sell. I have acquired the top position by hit...

Gepostet 28. Okt. 2023 · sobiyaq m

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Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Curren...

Gepostet 09. Okt. 2024 · Tess Weightman

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For example, If I have a list of 100 leads, contacts, or deals, my options for selecting them in the table view is to ei...

Gepostet 17. Jan. 2024 · Eric Thompson

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Hoping the community can help. When I was uploading our data, I chose to upload my contacts as “Deals” based on the Zend...

Gepostet 20. Juni 2024 · Shona O'Brien

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I was not able to find a way to edit & or add new value to client status and status of potential client? Would be ha...

Gepostet 15. Juni 2024 · Christian Meinhart

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Hello, I have been using Zendesk as a CRM for years. I am looking at videos to learn how to maximize the platform but re...

Gepostet 23. Mai 2024 · Sherranda Ivey

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