Tasks, calendars, and notes
Articles that answer questions and help solve issues regarding the task, calendar, and notes features of Sell. Content includes issues with appointments, monitoring of tasks, and others.
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Can I bulk update tasks in Sell?
Question How do I update many tasks for one sales representative all at once? Answer It is not possible to update tas... -
Can I create task templates?
Question There are similar types of tasks I want to re-create from time to time. Can I create task templates? Answer ... -
Can I receive a notification for a Sell task that I set up?
Question Can I receive a notification or reminder for a Task in Sell that I set up? Answer Each Sell user can configu... -
Can I view all recently completed tasks by a user?
Question Can I view all recently completed tasks by a user? Answer Yes, a list of completed tasks can be generated in... -
Can I invite another Sell user to an appointment?
Question How can I invite my colleague to an appointment in Sell? Can I create appointments on behalf of another user... -
How can I delete a duplicate calendar appointment?
Question What do I do if I have duplicate events in Zendesk Sell's calendar and my external calendar? Why do I see tw...