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  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Sell basics
  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Sell basics

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
  • Adding and removing related items in Sell
  • Defining custom relationships for contacts in Sell
  • About Sell plans
  • Product limits for Sell
  • Zendesk Sell system requirements
  • Sell standard calculated fields
  • Signing in to Sell
  • Editing a user profile in Sell
  • Resetting a Sell account password
  • Navigating Zendesk Sell
  • Searching the data in your Sell account
  • Understanding leads, contacts, and deals in Sell
  • Managing your Sell email, phone calls, and text messages
  • Using views and lists in Zendesk Sell
  • Editing lead, contact, and deal data using Table view
  • Using tags on leads, contacts, and deals
  • Adding leads, contacts, and deals using the global Add button
  • Viewing and filtering the Sell Activity Feed
  • Using @mentions for collaborative selling
  • Working with notes in Sell
  • Setting up note tags
  • Adding a collaborator to work with a lead, contact, or deal
  • About tags and custom fields in Sell
  • Tracking lead and deal sources
  • Attaching documents to leads, contacts, and deals
  • 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
  • Adding and removing related items in Sell
  • Defining custom relationships for contacts in Sell
  • About Sell plans
  • Product limits for Sell
  • Zendesk Sell system requirements
  • Sell standard calculated fields
  • Signing in to Sell
  • Editing a user profile in Sell
  • Resetting a Sell account password
  • Navigating Zendesk Sell
  • Searching the data in your Sell account
  • Understanding leads, contacts, and deals in Sell
  • Managing your Sell email, phone calls, and text messages
  • Using views and lists in Zendesk Sell
  • Editing lead, contact, and deal data using Table view
  • Using tags on leads, contacts, and deals
  • Adding leads, contacts, and deals using the global Add button
  • Viewing and filtering the Sell Activity Feed
  • Using @mentions for collaborative selling
  • Working with notes in Sell
  • Setting up note tags
  • Adding a collaborator to work with a lead, contact, or deal
  • About tags and custom fields in Sell
  • Tracking lead and deal sources
  • Attaching documents to leads, contacts, and deals
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