Getting started with Sell video series

If you are new to Zendesk Sell and need a place to start, or have been using Sell for a while and want to make sure your team is getting the most value out of Sell, check out our video series.

This video series will get you started and quickly getting value from Sell, whether you’re trialing Sell or have already purchased a plan. Below each video, you'll find a relevant article.  

Part 1: Learn (10 minutes) 

• The very basics

Part 2: Setup (90 minutes)

• Add your team
• Build your sales pipeline
• Add custom fields
• Integrate your email
• Integrate your calendar

Part 3: Add Your Data (90 minutes) 

• Prep your CSV file and import 

Part 4: Get Selling (20 minutes) 

• Build a Smart List
• Dial using Sell Voice
• Download the mobile app
• Create a smart list for Deals closing this month
• Use Power Dialer
• Automate task actions

Let's get started! 

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Part 1: Learn 

The very basics - 5 mins

Make sure you understand the difference between leads, contacts, and deals.

Understanding leads, contacts, and deals in Sell

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Part 2: Setup

Add your team - 15 mins

Add in your team or your colleagues so you can start collaborating.

Creating a user in Sell

Build your sales pipeline - 30 mins

Customize the stages in your pipeline to reflect your organization’s sales process.

Customizing your deal pipeline stages

Add custom fields - 30 mins

You can bring custom fields into Sell when you import your records.  You can also create fields or data points that are important to your organization (and make them mandatory if required).

Managing custom fields for leads, contacts, and deals

Integrate your email - 2 mins

Connect your email account and your emails will sync with Sell.

Integrating email with Zendesk Sell 

Integrate your calendar - 2 mins

Connect your calendar to see all your appointments in Sell, logged and against your prospect or customer records.

Integrating your calendar

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Part 3: Add your data

Prepare your CSV file and import your leads, contacts, and deals - 1 hr

Whether it’s your data in an Excel file or an export from a previous system, make sure your file is clean and organized for an easy import. Ensure all your data is in Sell so you can start selling as soon as you’re setup. 

Importing leads, contacts, and deals using a CSV file

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Part 4: Get selling

Build a Smart List - 5 mins

Get a personal view of your leads, contacts, and deals by sorting, filtering, and saving your data points, so you can easily access them each time you login. Take actions like bulk emailing or build templates for your team, directly from your Smart List.

How to Use Smart Lists

Dial using Sell Voice - 5 mins

Dial your leads and contacts directly from Sell and you’ll automatically record your call. Choose a phone number that’s unique to your area.

Enabling Sell Voice 

Download the Sell Mobile app - 5 mins

Take Sell on the go and in the field.

Using the Android app and using the iOS app.

Create a smart list for Deals closing this month - 2 mins

Get the data for all of the deals that are closing this month in a list created just the way you want it (see Creating and using smart lists and Viewing your smart lists in Sell).

Use Power Dialer - 2 mins

Improve productivity and reduce manual work for your sales reps.

Automate task actions - 2 mins

Automate your task actions into a playlist (see Using the task player). 

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