Use this quickstart video series for Sell if you are new to Zendesk Sell, short on time, and need to get up and running immediately. This series is also useful if you've been using Sell for a while and want to make sure your team is getting the most value out of Sell. Use the Product limits for Sell article in tandem with this video series so you can set expectations for the limits to your general account, sales engagement automation (Reach), rates, document storage limits, and supported file types.
The following video series will help you quickly get set up so you and your team can get the most value from Sell, whether you’re trialing Sell or you've already purchased a plan and want to start selling more effectively. If you want to dive a little deeper and learn more step by step on a granular level, see Getting started with Zendesk Sell.
This article covers the following topics
Episode 1: Navigating Sell
Defining leads, contacts, and deals
In the following episode, you'll learn what the difference is between a lead, a contact, and a deal. You can learn more about the progression from a lead all the way through to a customer in Sell terminology. Using the Sell sidebar you can navigate to the Leads (
), Contacts (
), or Deals (
) pages (see Navigating Sell).
Defining leads, contacts, and deals (3:31)
Episode 2: Setting up
Adding your team
This episode shows you how to add your team members so you can immediately start collaborating on leads and deals. For more information, see Adding a user in Sell, Adding a collaborator to work with a lead, contact, or deal, Using @mentions for collaborative selling, and Setting up a client space to collaborate with your deal contacts.
Adding users (1:30)
Setting up custom fields
In this episode you'll learn how to configure a custom field, including creating a label, defining the field type (for example, text, numbers, checkbox, drop-down, multi-select), specifying whether it's filterable, and whether permissions are needed to edit it. For more information, see Creating and managing custom fields in Sell and Adding custom fields.
Custom field setup (2:11)
Customizing deals
This episode explains how you can customize deals to include specific information, relevant to your organization and tailored to your sales workflow. For more information see Adding deals.
Deal customization (5:13)
Episode 3: Connecting your email and calendar
Connecting your email
This video is in the making, in the meantime the following articles will help you get up and running with your email:
Syncing your calendar
This video is in the making, in the meantime the following articles will help you get up and running with your calendar.
Episode 4: Adding data
Using a CSV file to import leads and contacts
This episode shows you how to bulk upload your multiple leads, contacts, and deals into Sell when you've prepared your CSV file. See Creating a CSV file to import leads, contacts, or deals and Importing leads and contacts using a CSV file.
Using a CSV file to import leads and contacts (2:48)
Episode 5: Building your sales pipeline
Creating and exporting a smart list
In this episode you'll learn about creating smart lists, so the information that is important for you, is always nearby. For a handy sales smart list recipe see Creating smart lists for deals closing this month.
How to create and export a smart list (2:14)
Customizing pipelines (for admins)
In this episode you'll learn that, as an admin, you can build a bespoke sales pipeline for the sales reps of your organization. For more information, see Configuring your sales pipeline.
Pipeline customization for admins (2:54)
Episode 6: Start selling
Using Sell Voice and text
This episode shows you how to use Sell Voice so you can record your calls plus dial and text directly from Sell. For more information see, Dial using Sell Voice.
Using Voice and text (2:17)
Episode 7: Getting mobile
These videos are in the making - In the meantime, these articles will help you get mobile whether you're on Android or iOS: