This launch guide describes the key tasks for new customers to get up and running with the products in the Zendesk Sales Suite (Sell, Chat, Reach, and Voice).
You can use this guide for setting up any of the components of these products, for example, if you are configuring the Sell-Chat integration.
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| Using Sell | Plan features | Sell API |
| Setting up | ||||||
| Invite users | Article | |||||
| Connect email | Article | |||||
| Enable Sell Voice | Article | |||||
| Integrate your calendar | Article | |||||
| Prepare for selling | ||||||
| Add data | Article | |||||
| Enrich your leads with Reach | Article | |||||
| Create a smart list | Article | |||||
| Create a sales pipeline | Article | |||||
| Launch | ||||||
| Connect with leads and deals | Article | |||||
| Track visits using the mobile app | Article | iOS | Android | |||
| Use apps to connect your tools | Article | |||||
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| Using Chat | Plan features | Chat API |
| Users | |||||
| Add Chat agents and departments | Article | ||||
| Workflows | |||||
| Create schedules | Article | ||||
| Configure chat routing | Article | ||||
| Configure offline form settings | Article | ||||
| Create triggers | Article | ||||
| Create shortcuts | Article | ||||
| Launch | |||||
| Customize the chat widget | Article | ||||
| Add the widget to your website | Article | ||||
| Connect Chat and Sell | Article | ||||
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