Recent searches
No recent searches
Sell basics
Tracking lead and deal sources
What's my plan? By tracking where your leads and deals are coming from you can effectively evaluate which sources are...
Edited Jun 21, 2024
1 vote · 9 comments
1
Vote
9
Comments
Attaching documents to leads, contacts, and deals
What's my plan? For each of your leads, contacts, and deals you may attach additional supporting documents. For exa...
Edited Jun 21, 2024
2 votes · 4 comments
2
Votes
4
Comments
Creating and managing custom fields in Sell
What's my plan? In addition to the many data fields that are available for you to use on your leads, ...
Edited Dec 22, 2024
1 vote · 22 comments
1
Vote
22
Comments
Viewing and disabling keyboard shortcuts in Sell
What's my plan? The keyboard shortcuts that are available in Sell allow you to quickly navigate the el...
Edited Jun 21, 2024
0 votes · 0 comments
0
Votes
0
Comments
Changing your Sell account timezone and date format
What's my plan? When your Zendesk Sell account was created, the timezone was automatically set using the location of...
Edited Jun 21, 2024
1 vote · 0 comments
1
Vote
0
Comments
Changing your Sell account and deal currency settings
What's my plan? When your Zendesk Sell account was created, the currency was automatically set using the ...
Edited Jun 21, 2024
1 vote · 0 comments
1
Vote
0
Comments
What's my plan? Zendesk Sell provides you with a modern and easy-to-use sales CRM to maximize sales productivity, p...
Edited Jun 21, 2024
0 votes · 1 comment
0
Votes
1
Comment
What's my plan? The document repository is a shared storage space where you can keep documents that may be routinely...
Edited Jun 21, 2024
0 votes · 2 comments
0
Votes
2
Comments