Creating tasks and appointments
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About the Sell calendar, appointments, and tasks
What's my plan? In Sell, you can set up and manage appointments and tasks for your leads, contacts, and deals. Fo... -
Using the Sell task player
What's my plan? Designed to make task completion faster and easier, the task player shows the context of the task a... -
Connecting your Google calendar with Sell
What's my plan? Note: Activating this functionality leverages Google API Services. Zendesk’s use and transfer... -
Creating and managing appointments for leads, contacts, and deals
What's my plan? To help you manage your lead, contact, and deal related activities, Sell provides the ability to add... -
Creating and managing tasks for leads, contacts, and deals
What's my plan? To help you manage your lead, contact, and deal related activities, Sell allows you to add and mana... -
Changing the default appointment calendar in Sell
What's my plan? When you connect either a Google calendar or a Microsoft 365 calendar in Sell (see Connecting you... -
Creating and using automated task actions in Sell
What's my plan? You can create automated task actions to streamline your workflow. For example, you can automaticall... -
Connecting Sell tasks with Google
What's my plan? Important: Enabling this functionality leverages Google API Services. Zendesk’s use and transfer t... -
Syncing your Apple calendar appointments to Sell via Google or Microsoft 365
What's my plan? As described in Connecting your Google calendar to Sell and Connecting your Microsoft 365 calenda...