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

      Publicado 28 de out. de 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...

      Publicado 07 de out. de 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 de dez. de 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 de abr. de 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 de out. de 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      Sell - updating contacts who are no longer active or with company
      Can the sell contact record be updated to "no longer active"?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 de out. de 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 de jan. de 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 de jun. de 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 de jun. de 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...

      Publicado 23 de mai. de 2024 · Sherranda Ivey

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