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  1. Zendesk help
  2. Sell
  3. Using Sell
  4. Sell basics
  1. Zendesk help
  2. Sell
  3. Using Sell
  4. Sell basics

Sell basics

  • Sell terminology
  • Reflecting your sales processes in Zendesk Sell
  • About Sell plan types
  • Product limits for Sell
  • Zendesk Sell system requirements
  • Sell standard calculated fields
  • Signing in to Sell
  • Editing a user profile in Sell
  • Resetting a password
  • Navigating Zendesk Sell
  • Searching the data in your Sell account
  • Understanding leads, contacts, and deals in Sell
  • Managing your Sell email, phone calls, and text messages
  • About views and lists in Zendesk Sell
  • Viewing your smart lists in Sell
  • Editing lead, contact, and deal data using Table view
  • Using tags in leads, contacts, and deals
  • Adding a lead, contact, or deal using the Global Add button
  • Viewing and filtering with the Sell Activity Feed
  • Using @mentions for collaborative selling
  • Working with notes in Sell
  • Setting up note tags in Sell
  • Adding a collaborator to work with a lead, contact, or deal
  • About the use of tags and custom fields in Sell
  • Tracking lead and deal sources
  • Attaching documents to leads, contacts, and deals
  • Creating and managing custom fields in Sell
  • Viewing and disabling keyboard shortcuts in Sell
  • Changing your Sell account timezone and date format
  • Changing your Sell account and deal currency settings
  • Sell terminology
  • Reflecting your sales processes in Zendesk Sell
  • About Sell plan types
  • Product limits for Sell
  • Zendesk Sell system requirements
  • Sell standard calculated fields
  • Signing in to Sell
  • Editing a user profile in Sell
  • Resetting a password
  • Navigating Zendesk Sell
  • Searching the data in your Sell account
  • Understanding leads, contacts, and deals in Sell
  • Managing your Sell email, phone calls, and text messages
  • About views and lists in Zendesk Sell
  • Viewing your smart lists in Sell
  • Editing lead, contact, and deal data using Table view
  • Using tags in leads, contacts, and deals
  • Adding a lead, contact, or deal using the Global Add button
  • Viewing and filtering with the Sell Activity Feed
  • Using @mentions for collaborative selling
  • Working with notes in Sell
  • Setting up note tags in Sell
  • Adding a collaborator to work with a lead, contact, or deal
  • About the use of tags and custom fields in Sell
  • Tracking lead and deal sources
  • Attaching documents to leads, contacts, and deals
  • Creating and managing custom fields in Sell
  • Viewing and disabling keyboard shortcuts in Sell
  • Changing your Sell account timezone and date format
  • Changing your Sell account and deal currency settings
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