Sell basics
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Sell terminology
What's my plan? The key terminology in Sell relates to leads, contacts, and deals (see Understanding leads, contact... -
Sell quickstart video series
What's my plan? Use this quickstart video series for Sell if you are new to Zendesk Sell, short on time, and need t... -
Defining custom relationships for contacts in Sell
What's my plan? In Sell, a contact can have two types of relationships: A company-employee relationship A company... -
Adding and removing related items in Sell
What's my plan? As a sales rep, you want to identify the needs of your customers and be proactive in reaching out ... -
Configuring custom objects in Sell
What's my plan? Note: You need a Sunshine license to work with custom objects in Sell. Sell has thre... -
Reflecting your sales processes in Zendesk Sell
What's my plan? If you’ve recently begun using Sell to manage your sales processes, you may have some questions abo... -
Activating and deactivating subscriptions in Sell
What's my plan? Note: You must be an admin to activate or deactivate this feature. Subscriptions are helpful for... -
Adding and managing subscriptions in Sell
What's my plan? Note: You must be an admin to activate this feature. In Sell, you can use the subscriptions featu... -
About Zendesk Sell plan types
What's my plan? Quick Look: Admin Center > Account > Billing > Subscription Zendesk Sell provides you with a mod... -
Product limits for Sell
What's my plan? Use this information to understand the maximum product limits in Sell and be sure to compare plan f... -
Zendesk Sell system requirements
What's my plan? Zendesk Sell is a web-based SaaS (software as a service) application that runs in a web browser. Be... -
Standard calculated fields in Sell
What's my plan? In Sell, there are a number of fields and columns that are automatically populated with information... -
Signing in to Sell
What's my plan? Depending on your account, there are two ways that you can sign in to Sell. For Zendesk Sell accou... -
Editing a user profile in Sell
What's my plan? You can manage the name and email address fields of a user profile in Zendesk Admin Ce... -
Resetting a Sell account password
What's my plan? Depending on your account, there are two ways that you can reset your password in Sell. For Zendes... -
Navigating Zendesk Sell
What's my plan? Zendesk Sell helps you to manage your contacts, leads, and sales. It was built to help ... -
Searching the data in your Sell account
What's my plan? The global search feature in Sell allows you to easily search the data that you’ve added ...