Using Sell for sales CRM
Sell basics
- Configuring custom objects in Sell
- Adding and removing related items in Sell
- Defining custom relationships for contacts in Sell
- Sell terminology
- Sell standard calculated fields
Migrating your Sell Legacy account
- Connecting your legacy Sell account to the Zendesk platform
- Connecting legacy Sell accounts to Zendesk FAQs
- Installing Zendesk apps for Sell
Importing and exporting in Sell
- 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 from Google
Managing users
- Adding a user in Sell
- Understanding advanced permissions in Sell
- Managing users in Sell
- Understanding access levels and privileges in Sell
- Editing user access permissions in Sell
Working with leads and contacts
- Adding leads
- Bringing leads into Sell from different sources
- Merging leads or contacts
- Editing lead and contact profile information
- Adding contacts
Using Sell Voice
- Using emergency calling in Zendesk 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 email in Sell
- Best practices for preventing your Sell email messages from being flagged as spam
- Managing leads in sequences via API and Zapier
- Using unified email templates
- Integrating email with Zendesk Sell
- About using email in Sell
Using Sell smart lists
- Creating and using smart lists
- Viewing and managing your smart lists in the Working Center
- 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
- Setting up a client space to collaborate with your deal contacts
- About sales pipeline stages
Creating tasks and appointments
- Connecting your Google Calendar with Sell
- Using the 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
Using the Sell mobile app
- Android supported releases
- Signing in to the Sell mobile app
- 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
- About WhatsApp for Sell
- Creating distribution pools (round robin) for allocating leads, contacts, and deals
- Getting started with WhatsApp for Sell
- Assigning distribution pools (round robin) in Sell
- Distributing leads, contacts, and deals across your Sell team (round robin)
Configuring admin settings
- Managing your account
- About lead settings
- About contact settings
- About deals settings
- About prospects and customers settings
Working with Sell apps and integrations
- About your Sell-HubSpot integration
- About integrating Sell and Support for an overview of customer communication in your company
- Using Zendesk Sell geolocation with Google Maps
- Working with Sell apps and integrations
- Customizing your 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
- 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
Enriching your leads, contacts, prospecting, and sales engagement with Sell Reach
- Enriching your leads and contacts for prospecting and sales engagement with Sell Reach
- Using Sell Reach for enriching
- Using Sell Reach for prospecting
- Reach and GDPR
- Reach and the CCPA
Using The Sales Suite
- Getting started with The Sales Suite
- Launch guide for The Sales Suite
- Using Zendesk Chat to improve your sales pipeline
- About The Sales Suite plan types