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Creating sales triggers
Editing, deactivating, and deleting sales triggers
Popular recipes for sales triggers
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Sell terminology
Sell quickstart video series
Adding and managing subscriptions in Sell
Activating and deactivating subscriptions in Sell
Reflecting your sales processes in Zendesk Sell
See all 38 articles
Importing leads and contacts using a CSV file
Importing deals using a CSV file
Creating a CSV file to import leads, contacts, or deals
Importing contacts from Linkedin
Importing contacts into Sell
See all 9 articles
Adding a user in Sell
Managing users in Sell
Setting up a role with advanced permissions in Sell
Assigning a user to a role
Editing user access permissions
See all 13 articles
Adding leads
Bringing leads into Sell from different sources
Merging leads or contacts
Editing lead and contact profile information
Adding contacts
See all 18 articles
Using emergency calling in Zendesk Sell Voice
Activating Sell Voice
Does Zendesk Sell Voice support CNAM?
Logging and deleting calls in Zendesk Sell
Registering your Sell number to use A2P 10DLC for text messaging
See all 17 articles
Sell email resource guide
Best practices to prevent your Sell email messages from being flagged as spam
Using unified email templates
Connecting your email with Zendesk Sell
About using email in Sell
See all 29 articles
Sales smart list fields reference
Useful smart list recipes for sales
Adding and viewing smart list fields
Sell smart lists resource guide
Creating and using smart lists
Adding deals
Working with multiple sales pipelines
Creating and using deal loss reasons
About sales pipeline stages
Deleting deals
See all 15 articles
Connecting your Google calendar with Sell
Using the Sell task player
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
See all 10 articles
Sell Mobile resource guide
Texting with Sell mobile on Android
Texting with Sell mobile on iOS
Android supported releases
Signing in to the Sell mobile app
See all 34 articles
About reporting in Sell
Setting and tracking sales goals
Sales by Owner report
Stage Conversion by Owner report
Using the Performance Dashboard in Sell
See all 30 articles
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
See all 12 articles
Managing your account
About lead settings
About contact settings
About deals settings
About prospects and customers settings
See all 5 articles
Troubleshooting web connection issues in Sell
Setting up Single Sign On (SSO) for Sell accounts
Configuring Microsoft ADFS Single Sign On (SSO) with Sell
Configuring allowlist IP addresses
See all 4 articles
About the Zendesk Sell-Chat integration
Using the context panel in Sell
Understanding Zendesk Sell and Google integrations
About integrating Sell and Support for an overview of customer communication in your company
Using Zendesk Sell geolocation with Google Maps
See all 21 articles
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
Trialing and setting up Sales Engagement Tools (Reach)
Managing leads in sequences via API and Zapier
Sales Engagement Tools (Reach) resource guide
Using Sales Engagement Tools (Reach) for enriching
Using Sales Engagement Tools (Reach) for prospecting
See all 7 articles
Connecting your legacy Sell account to the Zendesk platform
Connecting legacy Sell accounts to Zendesk FAQs
Installing Zendesk apps for Sell