How to get help with the sales CRM
Articles that contain general help in using and managing the sales CRM. Content includes questions about exporting or uploading data in Sell, integrating the sales CRM with third-parties, questions about Sell settings, common errors encountered in Sell, basics of the system, and others.
- What does archiving mean in Sell and Support? [Video]
- How do I format my CSV file for Sell?
- Can I export real-time data from Sell?
- Can I make a custom checkbox field required in Zendesk Sell?
- When should I use tags and when should I use custom fields in Sell?
- Can I specify the parent company when I upload a CSV file to Sell?
- How can I remind deal owners to upload a contract once the deal is won? [Video]
- Can I integrate Slack with Sell?
- Can I add a captcha option to my lead capture form?
- Can I send outbound faxes using Sell?
- Can I permanently disable the task player in Sell?
- How do I prompt users to enter a 'Deal Loss Reason?'
- Why can't I add more than 1,000 contacts to a MailChimp mailing list?
- Why am I missing buttons on my Sell pages?
- Can I import products into Sell?
- Why am I having issues with the Sell mobile app?
- What mobile devices is Zendesk Sell supported on?
- Can I import my Excel file into Zendesk Sell?
- What does the eyeball icon mean in Zendesk Sell?
- Why am I getting the error message "Mobile access has been blocked" on my Sell mobile app?
- What do I need to do when I see an Action in the Pending Actions tab of my Sell settings?
- Can I remove standard fields from Sell?
- Does Zendesk Sell have an API?
- Why are there duplicates in my Zendesk Sell account?
- When I try to "Sign in with Microsoft" I am getting a "Cannot Authenticate" error message
- How do I format the date field in Sell?
- How do I add a record from my map on the Sell mobile app?
- How do I change my Sell notification email address?
- Error message: Your Sell Admin is still setting up your Sell account
- Where is the data for Reach prospecting and enrichment pulled from?
- What does archiving mean in Sell and Support? [Video]
- How do I format my CSV file for Sell?
- Can I export real-time data from Sell?
- Can I make a custom checkbox field required in Zendesk Sell?
- When should I use tags and when should I use custom fields in Sell?
- Can I specify the parent company when I upload a CSV file to Sell?
- How can I remind deal owners to upload a contract once the deal is won? [Video]
- Can I integrate Slack with Sell?
- Can I add a captcha option to my lead capture form?
- Can I send outbound faxes using Sell?
- Can I permanently disable the task player in Sell?
- How do I prompt users to enter a 'Deal Loss Reason?'
- Why can't I add more than 1,000 contacts to a MailChimp mailing list?
- Why am I missing buttons on my Sell pages?
- Can I import products into Sell?
- Why am I having issues with the Sell mobile app?
- What mobile devices is Zendesk Sell supported on?
- Can I import my Excel file into Zendesk Sell?
- What does the eyeball icon mean in Zendesk Sell?
- Why am I getting the error message "Mobile access has been blocked" on my Sell mobile app?
- What do I need to do when I see an Action in the Pending Actions tab of my Sell settings?
- Can I remove standard fields from Sell?
- Does Zendesk Sell have an API?
- Why are there duplicates in my Zendesk Sell account?
- When I try to "Sign in with Microsoft" I am getting a "Cannot Authenticate" error message
- How do I format the date field in Sell?
- How do I add a record from my map on the Sell mobile app?
- How do I change my Sell notification email address?
- Error message: Your Sell Admin is still setting up your Sell account
- Where is the data for Reach prospecting and enrichment pulled from?