Using Sell
Sell basics
- Sell terminology
- Reflecting your sales processes in Zendesk Sell
- About Sell plan types
- Product limits for Sell
- Zendesk Sell system requirements
Migrating your Sell Legacy account
- Migrating your Sell account to Zendesk
- About Sell account migration and logging in for the first time
- Installing Zendesk apps for Sell
Importing and exporting in Sell
- Importing leads, contacts, and deals using a CSV file
- Creating a CSV file to import leads, contacts, or deals
- Importing contacts from Linkedin
- Importing contacts from Google
- Importing data from Highrise
Managing users
- Adding a user in Sell
- Managing users in Sell
- Understanding access levels and privileges in Sell
- Editing user access permissions in Sell
- Deactivating a user in Sell
Working with leads and contacts
- Adding leads
- Bringing leads into Sell from different sources
- Merging leads and contacts
- Editing lead and contact profile information
- Adding contacts
Using Sell Voice
- Enabling Sell Voice
- Voicemail EAP: Setting up and using voicemail in Sell Voice
- Conference calling EAP: Adding participants to a conference call in Sell Voice
- Best practices when recording Sell Voice calls
- Using calls and text in Sell Voice
Using email in Sell
- Integrating email with Zendesk Sell
- About using email in Sell
- Sell email composer reference
- Applying email templates
- Enabling customers to opt out of emails in Sell
Using Sell smart lists
- Creating and using smart lists
- Using the Working Center to view and manage your smart lists
- Creating and using smart list templates
- Working with actionable items in Sell
- Filtering your working list and smart lists
Working with deals
- Adding deals
- Working with multiple sales pipelines
- Creating and using deal loss reasons
- About sales pipeline stages
- Deleting deals
Creating tasks and appointments
- Integrating your Google Calendar with Sell
- About the Sell calendar, appointments, and tasks
- Creating and managing appointments for leads, contacts, and deals
- Creating and managing tasks for leads, contacts, and deals
- Changing the default appointment calendar in Sell
Using the Sell mobile app
- Signing in to Sell after confirming your email
- Android supported releases
- iOS supported releases
- Managing a lead, contact, or deal on Android
- Managing a lead, contact, or deal on iOS
Using Sell reports
- About reporting in Sell
- Setting and tracking sales goals
- Sales by Owner report
- Stage Conversion by Owner report
- Using the Performance Dashboard
Configuring your account
- Creating distribution pools (round robin) for allocating leads, contacts, and deals
- Assigning distribution pools (round robin) in Sell
- Distributing leads, contacts, and deals across your Sell team (round robin)
- Setting up notifications in Sell
- Managing tags for leads, contacts, and deals
Configuring admin settings
- Managing your account
- About lead settings
- About contact settings
- About deals settings
- About prospects and customers settings
Working with Sell integrations
- Working with Sell Apps and integrations
- Working with Zendesk Marketplace apps in Sell
- Accessing the My Apps page for your installed apps
- Setting up the Zendesk Sell-Chat integration
- Setting up the Zendesk Sell-Support integration
Using Zapier integrations with Sell
- Using Zapier with Sell
- Creating a distribution pool (round robin) with Zapier
- Creating Sell leads from Mailchimp subscribers
- Adding Sell contacts to Mailchimp
- Creating Sell leads from Google spreadsheets and forms
Configuring security
- Setting up Single Sign On (SSO) with Zendesk Sell (Elite)
- Troubleshooting web connection issues in Sell
- Configuring Microsoft ADFS Single Sign On (SSO) with Sell (Elite)
- Configuring allowlist IP addresses
Enriching your leads and contacts with Sell Reach
- Getting started with Sell Reach
- Using Sell Reach for prospecting
- Using Sell Reach for enriching
- Reach and GDPR
- Reach and the CCPA