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Creating tasks and appointments


Connecting your Google calendar with Sell

What's my plan? Note: Activating this functionality leverages Google API Services. Zendesk’s use and transfer...

Edited Jun 21, 2024

0 votes  ·  4 comments

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Using the Sell task player

What's my plan? Designed to make task completion faster and easier, the task player shows the context of the task a...

Edited Jun 21, 2024

2 votes  ·  0 comments

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About the Sell calendar, appointments, and tasks

What's my plan? In Sell, you can set up and manage appointments and tasks for your leads, contacts, and deals. Fo...

Edited Jun 21, 2024

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Creating and managing appointments for leads, contacts, and deals

What's my plan? To help you manage your lead, contact, and deal related activities, Sell provides the ability to add...

Edited Jun 21, 2024

1 vote  ·  11 comments

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Creating and managing tasks for leads, contacts, and deals

What's my plan? To help you manage your lead, contact, and deal related activities, Sell allows you to add and mana...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Changing the default appointment calendar in Sell

What's my plan? When you connect either a Google calendar or a Microsoft 365 calendar in Sell (see Connecting you...

Edited Jun 21, 2024

0 votes  ·  4 comments

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Creating and using automated task actions in Sell

What's my plan? You can create automated task actions to streamline your workflow. For example, you can automaticall...

Edited Jul 22, 2024

3 votes  ·  15 comments

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Connecting Sell tasks with Google

What's my plan? Important: Enabling this functionality leverages Google API Services. Zendesk’s use and transfer t...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Syncing your Apple calendar appointments to Sell via Google or Microsoft 365

What's my plan? As described in Connecting your Google calendar to Sell and Connecting your Microsoft 365 calenda...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Connecting your Microsoft 365 calendar with Sell

What's my plan? If you already use a Microsoft 365 account to manage your appointments, tasks, and contacts, you ...

Edited Jun 21, 2024

0 votes  ·  0 comments

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