Zendesk Sell helps you to manage your contacts, leads, and sales. It was built to help you stay on top of your sales and allow you to focus your energy on finding new clients and growing your business. While it is very easy to use, we thought you’d enjoy some quick tips on figuring out how you can make Sell best suit your needs.
Dashboard : When you first log in to Sell, the first screen you see is the dashboard. Your dashboard gives you a quick overview of your pipeline status.
Leads : The tab next to the dashboard is the leads tab. A lead is a person, company, or business opportunity that hasn't yet been qualified for your sales pipeline. When a lead becomes qualified, they can be converted to a contact (and deal). This process is lead management.
Contacts : When qualified, a lead is converted to a contact. Contacts can be people or companies. You can link contacts to show connections between companies and the people who work there.
Deals : The deals tab helps you to track your deals within the different sales stages in your pipeline. The default stages are: Incoming (new leads and opportunities), Qualified (opportunities you identified as qualified deals you are interested in), Quote (deals you are preparing a quote for) and Closure (deals that you are currently negotiating). A deal that is closed will be classified as Won, Unqualified or Lost.
Appointments : You can manage your calendar in Sell using the Appointments tab (see creating appointments in Sell).
Tasks : Tasks are a very important part of Sell. You can create multiple tasks for leads, contacts, and deals to stay on top of the action you have to take in order to win the deal.
Communications : Manage all your email, phone calls, and text messages from the Communication Center.
Reports : Out of the box visual sales reporting gives you immediate access to the insights you need to run your business.
Settings : Manage your account settings. Administrators can manage all account preferences and configurations in Settings.