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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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      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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      New Custom objects availability in Zendesk sell
      Hi, The new Custom objects cannot be used with sell. For now We can use only legacy version to extend data. How can we c...

      Publicado 20 de mar. de 2024 · msoffia

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      Zendesk Sell REST API '/pipelines' endpoint does not return all pipelines.
      Hi! I am using the Zendesk Sell REST API version '2' and authorized on behalf of a user who has the 'admin' role. The us...

      Publicado 06 de fev. de 2024 · Developer Import2 Updated

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      Convert Leads with Lead Source Info to contact/company....
      With converting a Lead with the out of the box field "LeadSource" this information gets lost. But for reporting this inf...

      Publicado 16 de jan. de 2024 · Christian Meinhart

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      Ranking custom fields together with standard fields?
      I found now way to mix ranking standard with custom fields? Yes I can group fields but does not reflect on data input ma...

      Publicado 16 de jan. de 2024 · Christian Meinhart

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      Field salutation on Leads with possibilty to convert to contact
      For Marketing stuff it is important to have salutation on leads (Mr, Mrs,...) but also with the feature to convert to co...

      Publicado 16 de jan. de 2024 · Christian Meinhart

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      Hide requests on "My store requests" page depending on ticket type
      Hi ZD community, Hoping for some urgent assistance. Very high level, we want tickets submitted via certain forms and for...

      Publicado 18 de out. de 2023 · Casey

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      sending emails to filtered contacts that don't show an email attached
      In Sell, when creating a smart list to send an email out to certain companies or contacts (same thing for us) I've filte...

      Publicado 08 de jan. de 2024 · Ashley Krämer

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      How do I delete all blank companies in Zendesk reach
      I have blank company values that I'm getting charged for when I use Zendesk Reach. I don't want to manually delete them ...

      Publicado 27 de dez. de 2023 · Garrett Cahill

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      Ability to disable email template over write function
      Respondido
      Hi Team! With Sell is there any workaround to adding an email Template without overwriting what was previously written o...

      Publicado 07 de ago. de 2023 · NumberBarn Support

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