Sell resources

What's my plan?

Connecting your Sell communication channels enables you to see all your customer conversations in context, whether you are talking, emailing, or texting your leads and contacts.

Sell provides two main communication channels:

• Email: All emails in your inbox are scanned and synchronized to Sell when you integrate your email. Whenever you send or receive emails from a Sell lead or contact, whether you are working in Sell or your own email client, Sell attaches a copy of the communication to their record.

  With higher plans, you can create email templates for frequently sent email messages.

• Voice, including text: You can call or text leads and contacts directly from Sell.

  Nearly every action is tracked in Sell, for example, with all plans you have the benefit of call recordings and a full history of your conversations, giving you the whole customer context with every interaction.

You can see and manage all communication activity in the Sell Communication Center ().

This article contains the following sections:

• Getting started
• Setting up
• Configuring admin settings
• Configuring email
• Configuring calendars
• Sell mobile
• Configuring Voice
• Integration and connecting apps with Sell
• Sales Engagement Tools (Reach)
• Managing communication
• Using the Sell sales pipeline
• Using smart lists
• Using Sell apps and features
• Analyzing with Sell reports
• Resources
• Troubleshooting

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  Getting started

Signing in to Sell Sell quickstart video series Getting started with Zendesk Sell About using email in Sell Using calls and text in Sell Voice

Best practices when recording Sell Voice calls Credit and pricing in your Sell Voice account Understanding Sell plans and billing

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  Setting up

Integrating email with Zendesk Sell Installing Zendesk apps for Sell Understanding advanced permissions in Sell Setting up and using smart links in Sell

Enabling Sell Voice Setting up note tags Setting a up a role with advanced permissions in Sell

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  Configuring admin settings

Managing your account About lead settings About contact settings About deal settings About prospects and customer settings Changing the owner of a lead or contact

Exporting data from Zendesk Sell Creating a topmost manager in the user hierarchy Creating a team structure (user hierarchy) in Sell Understanding groups and teams in Sell

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  Configuring email

Sharing email conversations with your team Customizing your email message signature Enabling customers to opt out of emails in Sell Using merge tags in your email messages Sending bulk email messages Blocklisting leads and contacts to prevent tracking of email conversations Creating and using email message templates

Using merge tags in your email messages  Setting up an email opened notification  Using Mailchimp in Sell Creating Sell leads from Mailchimp subscribers Adding Sell contacts to Mailchimp Sending external email messages to Sell using Yesware Sell email resource guide

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  Configuring calendars

About the Sell calendar, appointments, and tasks Changing the default appointment calendar in Sell

Syncing your Apple calendar appointments to Sell via Google or Microsoft 365 Connecting your Google calendar with Sell Connecting your Microsoft 365 calendar with Sell

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Sell mobile

Sell mobile resource guide Setting up Signing in to the Sell mobile app Using geolocation features from your mobile phone Tracking visits in Zendesk Sell Sell mobile on Android devices Importing Android contacts into Sell Using Android contact integration to log calls on your mobile Connecting your email with Android Adding collaborators on Android Calling and logging calls with Android Making your Sell contacts visible in your Android phonebook Texting with Sell Mobile on Android Using appointments and calendar with Android Adding and managing tasks with Android Sending an email from Android

Managing a lead, contact, or deal on Android Creating and managing deals with Android Creating notes with Android Creating filters and lists on Android Attaching documents on Android Android supported releases Sell mobile on iOS devices Importing iPhone contacts into Sell Connecting your email with iOS Adding collaborators on iOS Using the Zendesk Sell iOS mobile app Calling and logging calls with iOS Texting with Sell Mobile on iOS Using appointments and calendar with iOS Adding and managing tasks with iOS Sending an email from iOS Managing a lead, contact, or deal on iOS Creating and managing deals with iOS Creating notes with iOS Creating filters and lists on iOS Attaching documents on iOS iOS supported releases

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  Configuring Voice

Sell Voice resource guide Activating Sell Voice Using calls and texts in Sell Voice Best practices when using calls in Voice Providing identity verification for Sell Voice Porting a number to Sell Voice Masking numbers in Sell Voice Creating a Sell Voice call list for automatic dialing

Creating distribution pools (round robin) for allocating leads, contacts, and deals Logging and deleting calls in Zendesk Sell Using Sell Voice reports Conference calling EAP: Adding participants to a conference call in Sell Voice Voicemail EAP: Setting up and using voicemail in Sell Voice Troubleshooting Sell Voice problems

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  Integration and connecting apps with Sell

• Working with Sell apps and integrations

Sell-Support integrations

About integrating Sell and Support for an overview of customer communication in your company Setting up the Zendesk Sell-Support integration Using the context panel in Sell

Customizing your Sell-Support integration Synchronizing Zendesk Support tickets with Zendesk Sell Customizing the data fields displayed by the Zendesk Sell for Support app

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Sell-Chat integration

Setting up the Zendesk Sell-Chat integration

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PieSync integration

Syncing leads and contacts with other apps using PieSync

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Sell-Harvest app connection

Time tracking won deals using Harvest with Sell

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Sell-Zapier integrations

Using Zapier with Sell Creating a distribution pool (round robin) with Zapier Creating Sell leads from Wufoo forms

Creating Sell leads from Gravity forms Creating Sell leads from JotForm submissions Adding new contacts and business cards as contacts in Sell

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Sell-Dropbox integration

Adding documents to deals using Dropbox

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Sell-Xero app connection

Creating deal invoices by connecting Xero to Sell with Zapier

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Sell-Google integrations

Understanding Zendesk Sell and Google integrations Using Zendesk Sell geolocation with Google Maps Integrating Sell contacts with Google Changing the default appointment calendar in Sell About the Sell calendar, appointments, and tasks

Adding documents to deals using Google Drive Creating Sell leads from Google spreadsheets and forms Syncing your Apple calendar appointments to Sell via Google or Microsoft 365 Connecting your Google calendar with Sell

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Sell-Microsoft integrations

About the Sell calendar, appointments, and tasks Changing the default appointment calendar in Sell

Syncing your Apple calendar appointments to Sell via Google or Microsoft 365

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. Sales Engagement Tools (Reach)

Sales Engagement Tools (Reach) resource guide Trialing and Setting up Sales Engagement Tools (Reach) Using Sales Engagement Tools (Reach) for enriching Using Sales Engagement Tools (Reach) for prospecting Sales Engagement Tools (Reach) FAQs

Sales Engagement Tools (Reach) and the CCPA Sales Engagement Tools (Reach) and GDPR Getting started with Zendesk Sell Sending an email and task sequence to leads and contacts in Sell Importing leads, contacts, and deals into Sell Importing leads and contacts using a CSV file Importing deals using a CSV file

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  Managing communication

Communicating with Sell Understanding leads, contacts, and deals in Sell Managing your Sell email, phone calls, and text messages Monitoring email open rate and link clicks Working with notes in Sell

Removing email messages from lead, contact, and deal cards Adding suggested people as a lead or contact Deleting and unsharing email templates Sharing email conversations with your team Using the document repository

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  Using the Sell sales pipeline

About sales pipeline stages Working with multiple sales pipelines Adding stages to your sales pipeline Filtering your working list and smart lists

Viewing your smart lists in Sell Creating and using smart lists Analyzing your Zendesk Sell sales pipeline Converting leads

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  Using smart lists

Sell smart lists resource guide Creating and using smart lists Creating and using smart list templates Viewing your smart lists in Sell

Using the Working Center to view and manage your smart lists Filtering your working list and smart lists Exporting a smart list Using smart lists to bulk update and take action on your leads, contacts, and deals

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  Using Sell apps and features

The Zendesk Sell app

Working with Sell apps and integrations Accessing the My Apps page for your installed apps Working with the Zendesk Sell app in Support

Signing in to the Sell mobile app Using the Zendesk Sell iOS mobile app

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Sell apps and features

Using the Product Catalog to define products and services in Sell Working with Zendesk marketplace apps in Sell

About WhatsApp for Sell Getting started with WhatsApp for Sell Configuring custom objects in Sell Adding and removing related items in Sell

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Sequences and tasks

Setting up sequences in Sell Enrolling Sell leads and contacts in sequences Managing leads in sequences via API and Zapier

Sending an email and task sequence to leads in Sell Using the task player

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 Analyzing with Sell reports

About reporting in Sell Using the Sell Voice reports Understanding the Total Sales report

Understanding the Sell Funnel report Viewing the Pipeline Development report About activity reports

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 Resources

Sell terminology Sell email resource guide Sell smart lists resource guide

Product limits for Sell Sell Mobile resource guide Sales Engagement Tools (Reach) resource guide

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  Troubleshooting

Troubleshooting emails that are missing or not syncing Troubleshooting common email problems in Sell Troubleshooting email integration errors Sell standard calculated fields

Email delivery errors Email integration errors Email SMTP and IMAP settings Troubleshooting Sell Voice problems

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