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
- Enabling unqualified reasons for leads
- Enabling unqualified reasons for deals
- Removing Zendesk Sell branding
- Setting up and using smart links in Sell
- Customizing the layout of your records
- Working with mandatory fields
- 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
- Enabling unqualified reasons for leads
- Enabling unqualified reasons for deals
- Removing Zendesk Sell branding
- Setting up and using smart links in Sell
- Customizing the layout of your records
- Working with mandatory fields