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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
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      Let’s see how you can use sales triggers to automate some of the repetitive manual activities you or your colleagues per...

      Data ultimo post: 28 ott 2022 · Jakub Konik

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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...

      Data ultimo post: 07 ott 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...

      Data ultimo post: 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...

      Data ultimo post: 07 apr 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...

      Data ultimo post: 28 ott 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      Sell - updating contacts who are no longer active or with company
      Can the sell contact record be updated to "no longer active"?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...

      Data ultimo post: 09 ott 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...

      Data ultimo post: 17 gen 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...

      Data ultimo post: 20 giu 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...

      Data ultimo post: 15 giu 2024 · Christian Meinhart

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      Client Portal
      Hello, I have been using Zendesk as a CRM for years. I am looking at videos to learn how to maximize the platform but re...

      Data ultimo post: 23 mag 2024 · Sherranda Ivey

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