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Q&A - Sales CRM (Sell)

Ask your questions, engage in discussion, and find solutions related to Zendesk Sell.

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      5 tips to get started with sales triggers
      Mostrada
      Let’s see how you can use sales triggers to automate some of the repetitive manual activities you or your colleagues per...

      Publicado 28 oct 2022 · Jakub Konik

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      How to import "associated contacts" for Deals
      Respondidas
      Hello- We are attempting to import DEAL data and have run into a problem - how do we import/associate the "Associated Co...

      Publicado 04 ago 2021 · Mike Englebrecht

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      Blocking Sell from creating a contact for a specific email address
      Hi All We use a global forwarding system from our server to the “get base” email address so that we capture all emails f...

      Publicado 07 oct 2024 · Shona O'Brien

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      How to find out specific person who viewed email
      My boss has complained that when he sends an email to multiple recipients, he receives emails saying “One of 3 r...

      Publicado 09 dic 2024 · Kali Tudisco

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      Sell, no POST method to upload documents. Selenium alternative?
      We migrated to Zendesk Sell at the end of last year but still have documents to attach to our legacy deals. I noticed th...

      Publicado 07 abr 2023 · System

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      Zendesk sell firehose api
      Hi , I am currently experiencing an issue with the Firehose API of Zendesk Sell. I have acquired the top position by hit...

      Publicado 28 oct 2023 · sobiyaq m

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      Sell - updating contacts who are no longer active or with company
      Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Curren...

      Publicado 09 oct 2024 · Tess Weightman

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      Can't select multiple leads, deals, contacts etc. at the same time
      For example, If I have a list of 100 leads, contacts, or deals, my options for selecting them in the table view is to ei...

      Publicado 17 ene 2024 · Eric Thompson

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      Help please - logging visits
      Hoping the community can help. When I was uploading our data, I chose to upload my contacts as “Deals” based on the Zend...

      Publicado 20 jun 2024 · Shona O'Brien

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      Edit Client Status with new value & also Status of potential client
      I was not able to find a way to edit & or add new value to client status and status of potential client? Would be ha...

      Publicado 15 jun 2024 · Christian Meinhart

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