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Configuring your Sell account


Creating distribution pools (round robin) for allocating leads, contacts, and deals

What's my plan? Many sales teams work with new leads, contacts, and deals using a structured process where the lead...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Assigning distribution pools (round robin) in Sell

What's my plan? You can assign a distribution pool anywhere in Sell that you assign an owner for a lead, contact, ...

Edited Jun 21, 2024

0 votes  ·  6 comments

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Distributing leads, contacts, and deals across your Sell team (round robin)

What's my plan? Using Distribution pools, you can automatically assign leads, contacts, or deals to the team membe...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Setting up notifications in Sell

What's my plan? Sell notifications help you stay on top of your account activity by notifying you when a deal move ...

Edited Jun 21, 2024

3 votes  ·  0 comments

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Managing tags for leads, contacts, and deals

What's my plan? To help you organize the entire workflow of your team, you can easily prepare a set of tags to be us...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Enabling unqualified reasons for leads

What's my plan? Enabling the Unqualified Reasons feature on your account will help you to analyze the most common re...

Edited Jun 21, 2024

0 votes  ·  2 comments

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Enabling unqualified reasons for deals

What's my plan? Enabling the Unqualified Reasons feature on your account will help you to analyze the most common re...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Changing a supported language in Zendesk Sell

What's my plan? Sell supports a number of languages. You can change your language in your profile. This article con...

Edited Jun 21, 2024

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Removing Zendesk Sell branding

What's my plan? You can remove branding from all paid Zendesk Sell plans. Here is a list of the areas where branding...

Edited Jun 21, 2024

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Customizing the layout of your records

What's my plan? You can use the layouts in your Zendesk Sell account to control how key information displays for le...

Edited Jun 21, 2024

2 votes  ·  10 comments

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Setting up and using smart links in Sell

What's my plan? Smart links let you quickly access other applications or web pages from your Zendesk Sell account. If...

Edited Jun 21, 2024

0 votes  ·  15 comments

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Working with mandatory fields

What's my plan? You can set up fields that are mandatory (required) so that they are always completed when creating ...

Edited Jun 21, 2024

0 votes  ·  10 comments

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