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Q&A - Sales CRM (Sell)

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

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      5 tips to get started with sales triggers
      Angeheftet
      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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      How to import "associated contacts" for Deals
      Beantwortet
      Hello- We are attempting to import DEAL data and have run into a problem - how do we import/associate the "Associated Co...

      Gepostet 04. Aug. 2021 · Mike Englebrecht

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      Blocking Sell from creating a contact for a specific email address
      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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      How to find out specific person who viewed email
      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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      Sell, no POST method to upload documents. Selenium alternative?
      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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      Zendesk sell firehose api
      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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      Sell - updating contacts who are no longer active or with company
      Can the sell contact record be updated to "no longer active"?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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      Can't select multiple leads, deals, contacts etc. at the same time
      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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      Help please - logging visits
      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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      Edit Client Status with new value & also Status of potential client
      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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