Recent searches
No recent searches
Q&A - Sales CRM (Sell)
Ask your questions, engage in discussion, and find solutions related to Zendesk Sell.
Show all
Sort by recent activity
Let’s see how you can use sales triggers to automate some of the repetitive manual activities you or your colleagues per...
Posted Oct 28, 2022 · Jakub Konik
6
Followers
1
Vote
0
Comments
Hi All We use a global forwarding system from our server to the “get base” email address so that we capture all emails...
Posted Oct 07, 2024 · Shona O'Brien
1
Follower
0
Votes
1
Comment
My boss has complained that when he sends an email to multiple recipients, he receives emails saying “One of 3 recipient...
Posted Dec 09, 2024 · Kali Tudisco
1
Follower
0
Votes
1
Comment
We migrated to Zendesk Sell at the end of last year but still have documents to attach to our legacy deals. I noticed th...
Posted Apr 07, 2023 · System
2
Followers
1
Vote
1
Comment
Hi ,I am currently experiencing an issue with the Firehose API of Zendesk Sell. I have acquired the top position by hitt...
Posted Oct 28, 2023 · sobiyaq m
2
Followers
2
Votes
3
Comments
Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Curren...
Posted Oct 09, 2024 · Tess Weightman
0
Followers
0
Votes
0
Comments
For example, If I have a list of 100 leads, contacts, or deals, my options for selecting them in the table view is to ei...
Posted Jan 17, 2024 · Eric Thompson
3
Followers
1
Vote
2
Comments
Hoping the community can help. When I was uploading our data, I chose to upload my contacts as “Deals” based on the Z...
Posted Jun 20, 2024 · Shona O'Brien
4
Followers
0
Votes
5
Comments
I was not able to find a way to edit & or add new value to client status and status of potential client? Would be hap...
Posted Jun 15, 2024 · Christian Meinhart
2
Followers
0
Votes
2
Comments
Hello, I have been using Zendesk as a CRM for years. I am looking at videos to learn how to maximize the platform but re...
Posted May 23, 2024 · Sherranda Ivey
1
Follower
0
Votes
1
Comment