Recent searches


No recent searches

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?

Question I want to track specific information for my sales leads. Can I add custom fields in my Sell account? Answer ...

Edited Feb 06, 2025

0 votes  ·  0 comments

0

Votes

0

Comments


How can I create a Sell OAuth access token?

Question I'd like to create a Sell OAuth access token. How do I go about it? Answer To create your token Log in to ...

Edited Sep 27, 2023

1 vote  ·  2 comments

1

Vote

2

Comments


How do I format my CSV file for Sell?

Question How do I format my CSV file for Sell? What do the headers on my CSV file (import or export) represent? Answe...

Edited Jul 26, 2023

0 votes  ·  0 comments

0

Votes

0

Comments


Can I export real-time data from Sell?

Question Can I use the API to export real-time data from Sell to use for a custom dashboard? Answer Yes, you can expo...

Edited Sep 14, 2023

0 votes  ·  0 comments

0

Votes

0

Comments


Can I make a custom checkbox field required in Zendesk Sell?

Question Can I make a custom checkbox field type required in Sell? Answer It is not possible to make the checkbox fie...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


When should I use tags and when should I use custom fields in Sell?

Question When is it better to use custom fields instead of tags when organizing my Sell account? Answer Custom fields...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Can I specify the parent company when I upload a CSV file to Sell?

Question Is there a way to attach a group of companies to a parent company when uploading a CSV file in Sell? Answer ...

Edited Jan 25, 2024

0 votes  ·  6 comments

0

Votes

6

Comments


How can I remind deal owners to upload a contract once the deal is won? [Video]

Question My sales team always forgets to upload a signed contract to the CRM which means a lot of wasted time on foll...

Edited May 29, 2024

0 votes  ·  2 comments

0

Votes

2

Comments


Can I integrate Slack with Sell?

Question Is there an integration between Slack and Sell? Answer Zendesk does not have integration between Sell and Sl...

Edited Jan 25, 2024

1 vote  ·  2 comments

1

Vote

2

Comments


Can I add a captcha option to my lead capture form?

Question I use a lead capture form and I am receiving spam to my email through that form. Can I add a captcha or anti...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Can I send outbound faxes using Sell?

Question Can I send outbound faxes using Sell? Answer Zendesk Sell cannot send outbound faxes natively. A workaround ...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Why can't I add more than 1,000 contacts to a MailChimp mailing list?

Question Why can I not add more than 1,000 leads or contacts to a MailChimp mailing list? Answer Adding or removing c...

Edited Jan 25, 2024

0 votes  ·  2 comments

0

Votes

2

Comments


Why am I missing buttons on my Sell pages?

Question I'm unable to see buttons like Save and +Lead in Zendesk Sell. My Sell screen looks cramped and text is ille...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Can I import products into Sell?

Question Can I bulk import products into my Zendesk Sell account? Answer While there isn't a feature to import a prod...

Edited Aug 28, 2023

0 votes  ·  6 comments

0

Votes

6

Comments


Why am I having issues with the Sell mobile app?

Question The Zendesk Sell mobile app is crashing when I try to use it. Why is my Sell mobile app crashing? How do I t...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


What mobile devices is Zendesk Sell supported on?

Question What mobile devices can I use Zendesk Sell on? Answer Zendesk Sell works on iOS and Android mobile devices. ...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Can I import my Excel file into Zendesk Sell?

Question Can I import my Excel file into Sell? Answer Yes, you can import leads, contacts, and deals using an Excel f...

Edited Jan 25, 2024

2 votes  ·  0 comments

2

Votes

0

Comments


What does the eyeball icon mean in Zendesk Sell?

Question Does the eyeball mean I can report on how many times an email is viewed? Answer The eyeball icon is a tracke...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Error message in Sell: Mobile access has been blocked

Question When I try to sign in to the Sell mobile app, I see this error: Mobile access has been blocked when I try to...

Edited Apr 05, 2023

0 votes  ·  1 comment

0

Votes

1

Comment


What do I need to do when I see an Action in the Pending Actions tab of my Sell settings?

Question Why do I have a Pending Actions tab in my Sell settings? Why is someone on my account in the Pending Actions...

Edited Mar 01, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Can I remove standard fields from Sell?

Question When I click Edit on any record, I see the Sell standard fields before my Additional Fields. Can I delete th...

Edited Nov 27, 2023

2 votes  ·  3 comments

2

Votes

3

Comments


Does Zendesk Sell have an API?

Question Does Zendesk Sell have an API? Answer Yes, there are four public APIs available for use. Core API: Zendes...

Edited Aug 28, 2023

0 votes  ·  5 comments

0

Votes

5

Comments


Why are there duplicates in my Zendesk Sell account?

Question How do I avoid duplicate leads and contacts in my Zendesk Sell account, and clean them up when they occur? A...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


When I try to "Sign in with Microsoft" I am getting a "Cannot Authenticate" error message

Issue symptoms I am trying to integrate my Office 365 email account with my Sell account. I follow the steps to integ...

Edited Jan 25, 2024

1 vote  ·  4 comments

1

Vote

4

Comments


How do I format the date field in Sell?

Question How should I format the dates in my file before I import the data into my account? How should I format the y...

Edited Nov 16, 2022

0 votes  ·  0 comments

0

Votes

0

Comments


How do I add a record from my map on the Sell mobile app?

Question When viewing a lead or a contact, I would like to update the address from my mobile app. How do I update th...

Edited Aug 21, 2024

0 votes  ·  1 comment

0

Votes

1

Comment


How do I change my Sell notification email address?

Question How do I change the email address that receives my notifications? Will this impact my integrated email addre...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Error message: Your Sell Admin is still setting up your Sell account

Issue symptoms I'm a Support agent that should also have access to Sell. I click the product tray and select Sell, bu...

Edited Aug 21, 2024

1 vote  ·  0 comments

1

Vote

0

Comments


Where is the data for Reach prospecting and enrichment pulled from?

Question Where does Reach data come from and what Sell fields can I automatically get information for? Answer Reach p...

Edited Jan 25, 2024

1 vote  ·  0 comments

1

Vote

0

Comments


Why can't I log a visit in the Sell mobile app?

Question The ability to log a visit on the Sell mobile app is unavailable. Why is the Log a visit button greyed out? ...

Edited Jan 25, 2024

0 votes  ·  0 comments

0

Votes

0

Comments