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Sell basics


Sell terminology

What's my plan? The key terminology in Sell relates to leads, contacts, and deals (see Understanding leads, contact...

Edited Jun 21, 2024

13 votes  ·  1 comment

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Sell quickstart video series

What's my plan? Use this quickstart video series for Sell if you are new to Zendesk Sell, short on time, and need t...

Edited Feb 06, 2025

2 votes  ·  0 comments

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Adding and managing subscriptions in Sell

What's my plan? Note: You must be an admin to activate this feature. In Sell, you can use the subscriptions featu...

Edited Jun 21, 2024

0 votes  ·  16 comments

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Activating and deactivating subscriptions in Sell

What's my plan? Note: You must be an admin to activate or deactivate this feature. Subscriptions are helpful for...

Edited Jun 21, 2024

0 votes  ·  7 comments

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Reflecting your sales processes in Zendesk Sell

What's my plan? If you’ve recently begun using Sell to manage your sales processes, you may have some questions abo...

Edited Jun 21, 2024

0 votes  ·  3 comments

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Configuring custom objects in Sell

What's my plan? Note: You need a Sunshine license to work with custom objects in Sell. Sell has thre...

Edited Jun 21, 2024

4 votes  ·  8 comments

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Adding and removing related items in Sell

What's my plan? As a sales rep, you want to identify the needs of your customers and be proactive in reaching out ...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Defining custom relationships for contacts in Sell

What's my plan? In Sell, a contact can have two types of relationships: A company-employee relationship A company...

Edited Jun 21, 2024

0 votes  ·  0 comments

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About Zendesk Sell plan types

What's my plan? Quick Look: Admin Center > Account > Billing > Subscription Zendesk Sell provides you with a mod...

Edited Jun 21, 2024

2 votes  ·  0 comments

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Product limits for Sell

What's my plan? Use this information to understand the maximum product limits in Sell and be sure to compare plan f...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Zendesk Sell system requirements

What's my plan? Zendesk Sell is a web-based SaaS (software as a service) application that runs in a web browser. Be...

Edited Jun 21, 2024

3 votes  ·  0 comments

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Standard calculated fields in Sell

What's my plan? In Sell, there are a number of fields and columns that are automatically populated with information...

Edited Jan 16, 2025

0 votes  ·  2 comments

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Signing in to Sell

What's my plan? Depending on your account, there are two ways that you can sign in to Sell. For Zendesk Sell accou...

Edited Jun 21, 2024

3 votes  ·  2 comments

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Editing a user profile in Sell

What's my plan? You can manage the name and email address fields of a user profile in Zendesk Admin Ce...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Resetting a Sell account password

What's my plan? Depending on your account, there are two ways that you can reset your password in Sell. For Zendes...

Edited Jun 21, 2024

2 votes  ·  0 comments

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Navigating Zendesk Sell

What's my plan? Zendesk Sell helps you to manage your contacts, leads, and sales. It was built to help ...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Searching the data in your Sell account

What's my plan? The global search feature in Sell allows you to easily search the data that you’ve added ...

Edited Jun 21, 2024

1 vote  ·  2 comments

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Understanding leads, contacts, and deals in Sell

What's my plan? Leads, contacts, and deals are the three most important objects you will use in Sell. Moving from ...

Edited Jun 21, 2024

3 votes  ·  1 comment

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Sell resources

What's my plan? Connecting your Sell communication channels enables you to see all your customer conversations in c...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Managing your Sell email, phone calls, and text messages

What's my plan? After you have set up your email and Sell Voice number you can use the Sell Communication Center ()...

Edited Jun 21, 2024

1 vote  ·  3 comments

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Using views and lists in Zendesk Sell

What's my plan? Viewing and managing your Sell data is largely done using the Leads, Contacts, and Deals pages. O...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Editing lead, contact, and deal data using Table view

What's my plan? You can use Table view () in the Leads, Contacts, and Deals pages to directly edit...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Using tags on leads, contacts, and deals

What's my plan? You can create and apply tags to leads, contacts, and deals to more easily segment, view, ...

Edited Jun 21, 2024

3 votes  ·  0 comments

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Adding leads, contacts, and deals using the global Add button

What's my plan? Use Zendesk Sell's global Add button to add a new lead, contact, or deal from anywhere in ...

Edited Jun 21, 2024

1 vote  ·  1 comment

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Viewing and filtering the Sell Activity Feed

What's my plan? In Sell, you can gain a general overview of all of your activities using Activity Feed on your Perf...

Edited Jun 21, 2024

0 votes  ·  2 comments

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Using @mentions for collaborative selling

What's my plan? Let team members know about specific opportunities when sharing updates, asking ...

Edited Jun 21, 2024

2 votes  ·  2 comments

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Working with notes in Sell

What's my plan? You can create notes for any lead, contact, or deal, so that you can record relevant information re...

Edited Jun 21, 2024

1 vote  ·  13 comments

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Setting up note tags

What's my plan? You can define note tags in Settings > Customize > Notes. When you create a note tag, ...

Edited Jun 21, 2024

0 votes  ·  5 comments

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Adding a collaborator to work with a lead, contact, or deal

What's my plan? A collaborator is a colleague or other Sell user that you can add as a secondary owner of any lead,...

Edited Jun 21, 2024

0 votes  ·  8 comments

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About tags and custom fields in Sell

What's my plan? Zendesk Sell provides you with a number of ways to organize and view your data. To more ...

Edited Jun 21, 2024

1 vote  ·  2 comments

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