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Tasks, calendars, and notes

Articles that answer questions and help solve issues regarding the task, calendar, and notes features of Sell. Content includes issues with appointments, monitoring of tasks, and others.


How can I delete a duplicate calendar appointment?

Question What do I do if I have duplicate events in Zendesk Sell's calendar and my external calendar? Why do I see tw...

Edited Jan 25, 2024

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Can I invite another Sell user to an appointment?

Question How can I invite my colleague to an appointment in Sell? Can I create appointments on behalf of another user...

Edited Jan 25, 2024

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Can I view all recently completed tasks by a user?

Question Can I view all recently completed tasks by a user? Answer Yes, a list of completed tasks can be generated in...

Edited Jan 25, 2024

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Can I receive a notification for a Sell task that I set up?

Question Can I receive a notification or reminder for a Task in Sell that I set up? Answer Each Sell user can configu...

Edited Jan 25, 2024

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Can I create task templates?

Question There are similar types of tasks I want to re-create from time to time. Can I create task templates? Answer ...

Edited Jan 25, 2024

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Can I delete a task from the Sell calendar?

Question Is it possible to delete a task from the Sell calendar instead of just marking the task as complete? Answer ...

Edited Jan 25, 2024

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Can I create a drop down menu for creating new tasks in Sell?

Question I do the same tasks regularly in Sell, is there a way to create a drop-down menu for tasks rather than creat...

Edited Jan 25, 2024

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How do I move notes from Support into Sell, and notify my user?

Question How do I get note updates from Support into Sell, and notify my user? Answer To notify your users of a note ...

Edited Oct 18, 2022

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Can I bulk update tasks in Sell?

Question How do I update many tasks for one sales representative all at once? Answer It is not possible to update tas...

Edited Jan 25, 2024

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