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

2022년 10월 28일에 게시됨 · Jakub Konik

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

2024년 10월 07일에 게시됨 · Shona O'Brien

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My boss has complained that when he sends an email to multiple recipients, he receives emails saying “One of 3 r...

2024년 12월 09일에 게시됨 · Kali Tudisco

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We migrated to Zendesk Sell at the end of last year but still have documents to attach to our legacy deals. I noticed th...

2023년 4월 07일에 게시됨 · System

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

2023년 10월 28일에 게시됨 · sobiyaq m

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Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Curren...

2024년 10월 09일에 게시됨 · Tess Weightman

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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...

2024년 1월 17일에 게시됨 · Eric Thompson

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

2024년 6월 20일에 게시됨 · Shona O'Brien

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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...

2024년 6월 15일에 게시됨 · Christian Meinhart

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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...

2024년 5월 23일에 게시됨 · Sherranda Ivey

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