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Q&A - Sales CRM (Sell)

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

      Publication le 28 oct. 2022 · Jakub Konik

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

      Publication le 04 août 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...

      Publication le 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...

      Publication le 09 déc. 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...

      Publication le 07 avr. 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...

      Publication le 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      Sell - updating contacts who are no longer active or with company
      Can the sell contact record be updated to "no longer active"?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...

      Publication le 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...

      Publication le 17 janv. 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...

      Publication le 20 juin 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...

      Publication le 15 juin 2024 · Christian Meinhart

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