Using Sell for sales CRM
Reflecting your sales processes
- Creating Sell sales triggers
- Editing, deactivating, and deleting Sell sales triggers
- Popular recipes for Sell sales triggers
Sell basics
- Sell quickstart video series
- Adding and managing subscriptions in Sell
- Activating and deactivating subscriptions in Sell
- Reflecting your sales processes in Zendesk Sell
- Configuring custom objects in Sell
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 into Sell
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
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
- Using unified email templates
- Connecting your email with Zendesk Sell
- About using email in Sell
- Setting up sequences in Sell
Using Sell smart lists
- 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
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
- 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 in Sell
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, and prospecting, with Sell Sales Engagement Tools (Reach)
- 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