Laura Hippert

1. Sell
2. ...
3. Working with deals
4. Adding stages to your sales pipeline

Hi Chelsey! If you aren't an admin in your Zendesk Sell account, the "Sales Pipeline" will not be available for customization. You can reach out to an admin on your team to make changes!

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• Laura Hippert
• Création 31 mai 2022 15:58
• 0 vote

1. Communauté
2. Q&A - Sales CRM (Sell)
3. Limiting Sell user access to "NOTHING" in support?

Hi Amy!  When you create a new Sell user, they are automatically added in Support as a "Contributor" as all users need access to the subdomain in general. Contributors can only view tickets which a...

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• Laura Hippert
• Création 18 mai 2022 16:32
• 0 vote

1. Communauté
2. Q&A - Sales CRM (Sell)
3. Sell Mobile: Activity Filter

Hi Roland Hill! I just wanted to clarify that no, this specific filter isn't available on the mobile Activity Feed. 

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• Laura Hippert
• Création 18 mai 2022 15:43
• 0 vote

1. Sell
2. ...
3. Working with leads and contacts
4. Setting up and publishing the lead capture form

Hi Mark - Thanks for reaching out! I'm sorry to say that the lead capture form is not editable (except for changing the fields available). That being said, if you have anyone on your team with deve...

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• Laura Hippert
• Création 8 mars 2022 21:58
• 0 vote

1. Sell
2. ...
3. Managing users
4. Creating a topmost manager in the user hierarchy

Hi Ben! Any admin in the account can make another admin the topmost manager. This can be done from their user settings in Sell. (See: Managing users in Sell). In their user settings, you'll see the...

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• Laura Hippert
• Création 20 janvier 2022 18:16
• 0 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Add First Name and Last Name fields to Contacts Smart Lists fields

Hello Christin and Stephanie! When exporting a contact Smart List, you can add the "First Name" and "Last Name" columns by adding the "Person" field to your Smart List before exporting!

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• Laura Hippert
• Création 9 décembre 2021 18:48
• 1 vote

1. Sell
2. ...
3. Sell basics
4. Tracking lead and deal sources

Hi Diana! I see that you were able to post your feedback on the Lead Source functionality on our Product Feedback Forums (Link to Feedback), so thank you for that! At this time, this field moves to...

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• Laura Hippert
• Création 9 décembre 2021 17:31
• 0 vote