Using Sell for sales CRM
Reflecting your sales processes
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
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
- Creating a hierarchy view using Sell smart lists or Explore
- Adding a user in Sell
- Understanding advanced permissions in Sell
- Managing users in Sell
- Understanding access levels and privileges 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
- Activating Sell Voice
- Sell Voice resource guide
- Voicemail EAP: Setting up and using voicemail in Sell Voice
- Conference calling EAP: Adding participants to a conference call in Sell Voice
Using email in Sell
- 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
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 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
Using the Sell mobile app
- 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
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
- 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
Configuring admin settings
Working with Sell apps and integrations
- Using the context panel in Sell
- 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
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
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