Closing deals in Sell all starts with having the right data imported. This means importing your current list of leads and ensuring that you have their key fields included, such as email, phone, address, and any other key identifiers. You should also import any contacts that are already in your sales pipeline.
When you have a CSV file of your leads and contacts, an admin can upload the file in Settings > Data > Import.
Leads are potential clients that have not yet qualified to become a contact in your sales process. A lead typically becomes a contact when you’ve identified more specifics around the product or service they’re interested in. This then qualifies them to enter the first stage of your sales pipeline.
You should import leads and contacts separately into Sell, which you can do in bulk, by importing leads and contacts using a CSV file.
Importing deals has a slightly different process to importing leads and contacts. However, you can also streamline the import by bulk importing deals using a CSV file.
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4 comments
Jay Clementson
Hello,
I am reaching out regarding adding a note for the agent in Sell using the Zendesk Support App. The issue I am seeing is once the contact is created in Sell I am unable to add a @mention to the note when notifying sales from the Support App.
We use both platforms at our company and some teams are mainly in Support and the Sales team is in Sell and using this feature to communicate to the sales team is easy but causes unneeded steps if we could @mention the sales rep.
Any thoughts?
Thank you,
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Mackenzie Krueger
Hello Jay!
When in the Zendesk Support app on a ticket that is associated with the user, are you able @mention in an internal note and send the response? Once that is done, an alert will be sent via either web notification or email. With that being said, there will not be a @mention notification in the Sell mobile app due to not being an option at this time.
Kenzie K | Sell Customer Advocate |
Contacting the Zendesk support team
0
Jay Clementson
Hello Kenzie,
Thank you for your response. This issue has been resolved and needed your development team to fix it.
But good to note the lack of notification on the mobile app. My team has not started with that yet due to the shortcomings of the platform - manage one battle at a time.
Thanks again,
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Mackenzie Krueger
Happy to help!
Kenzie K | Sell Customer Advocate |
Contacting the Zendesk support team
0