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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

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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

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4

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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

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22

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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

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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

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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

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Buying Zendesk Sell

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

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Using the document repository

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

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