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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.
Can I add custom fields in Sell?
Edited Feb 06, 2025
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How can I create a Sell OAuth access token?
Edited Sep 27, 2023
1 vote · 2 comments
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How do I format my CSV file for Sell?
Edited Jul 26, 2023
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Can I export real-time data from Sell?
Edited Sep 14, 2023
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Can I make a custom checkbox field required in Zendesk Sell?
Edited Jan 25, 2024
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When should I use tags and when should I use custom fields in Sell?
Edited Jan 25, 2024
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Can I specify the parent company when I upload a CSV file to Sell?
Edited Jan 25, 2024
0 votes · 6 comments
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How can I remind deal owners to upload a contract once the deal is won? [Video]
Edited May 29, 2024
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Can I integrate Slack with Sell?
Edited Jan 25, 2024
1 vote · 2 comments
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Can I add a captcha option to my lead capture form?
Edited Jan 25, 2024
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Can I send outbound faxes using Sell?
Edited Jan 25, 2024
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Why can't I add more than 1,000 contacts to a MailChimp mailing list?
Edited Jan 25, 2024
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Why am I missing buttons on my Sell pages?
Edited Jan 25, 2024
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Can I import products into Sell?
Edited Aug 28, 2023
0 votes · 6 comments
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Why am I having issues with the Sell mobile app?
Edited Jan 25, 2024
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What mobile devices is Zendesk Sell supported on?
Edited Jan 25, 2024
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Can I import my Excel file into Zendesk Sell?
Edited Jan 25, 2024
2 votes · 0 comments
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What does the eyeball icon mean in Zendesk Sell?
Edited Jan 25, 2024
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Error message in Sell: Mobile access has been blocked
Edited Apr 05, 2023
0 votes · 1 comment
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What do I need to do when I see an Action in the Pending Actions tab of my Sell settings?
Edited Mar 01, 2024
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Can I remove standard fields from Sell?
Edited Nov 27, 2023
2 votes · 3 comments
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Does Zendesk Sell have an API?
Edited Aug 28, 2023
0 votes · 5 comments
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Why are there duplicates in my Zendesk Sell account?
Edited Jan 25, 2024
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When I try to "Sign in with Microsoft" I am getting a "Cannot Authenticate" error message
Edited Jan 25, 2024
1 vote · 4 comments
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How do I format the date field in Sell?
Edited Nov 16, 2022
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How do I add a record from my map on the Sell mobile app?
Edited Aug 21, 2024
0 votes · 1 comment
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How do I change my Sell notification email address?
Edited Jan 25, 2024
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Error message: Your Sell Admin is still setting up your Sell account
Edited Aug 21, 2024
1 vote · 0 comments
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Where is the data for Reach prospecting and enrichment pulled from?
Edited Jan 25, 2024
1 vote · 0 comments
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Why can't I log a visit in the Sell mobile app?
Edited Jan 25, 2024
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