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  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Configuring your account
  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Configuring your account

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
  • Enabling unqualified reasons for leads
  • Enabling unqualified reasons for deals
  • Changing a supported language in Zendesk Sell
  • Removing Zendesk Sell branding
  • Customizing the layout of your records
  • Setting up and using smart links in Sell
  • Working with mandatory fields
  • 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
  • Enabling unqualified reasons for leads
  • Enabling unqualified reasons for deals
  • Changing a supported language in Zendesk Sell
  • Removing Zendesk Sell branding
  • Customizing the layout of your records
  • Setting up and using smart links in Sell
  • Working with mandatory fields
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