Sell subscription and connection to Support
Articles about Sell subscriptions that help answer questions about licensing and plans, for example, trialing Sell or Reach, canceling Sell, adding or removing agents, billing questions, and others. Content also includes articles about the differences between the sales CRM (Sell) and the ticketing system (Support), and issues connecting both systems.
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Why am I being charged for a user who has been deleted from my Sell account?
Question I deleted a user but am still being charged for their seat. Why did my subscription not update when I remove... -
How do I start a Sell trial?
Question How do I create a Sell trial from my Support account? How do I add Sell to my account? Answer An admin can s... -
Should I choose to deactivate or delete a user to remove them from my account?
Question How do I remove a sales rep from my account? What is the difference between deleting and deactivating a user... -
How do I cancel my Sell trial account?
Question How do I cancel my Sell trial account? Answer If no payment method was added during the trial period, let th... -
How can I recover my canceled Sell account?
Question I accidentally canceled Zendesk Sell, can I recover my account? Answer All cancelations are permanent in Zen... -
How do I connect my legacy Sell account with an existing Support account if I am not the account owner?
Question How do I connect my legacy Sell account with an existing Zendesk account if I am not the account owner? Answ... -
Do I need to enable Reach for all agents on the account?
Question Can I purchase Reach for only a few agents on my account? Can one person use all the Reach credits on the ac... -
Can I trial Reach?
Question What is Reach and how do I test the feature? Answer An admin can start a trial of Reach on the account by ac... -
How do I find my Zendesk Sell subdomain?
Question I am a Zendesk Sell customer who signed up after January 6th, 2020. How do I find my Zendesk subdomain? Ans... -
Why is the URL of my Sell account different than my subdomain?
Question Why do I see https://app.futuresimple.com in the URL of my Sell account? Answer Future Simple was the parent... -
Why haven't I received my invitation email to Zendesk Sell?
Question Why haven't I received my invitation email to Zendesk Sell? How does my Admin welcome me to a Zendesk Sell a... -
Does adding a new user in Sell automatically add them to Zendesk Support?
Question When I create a new contact or lead, does it create an end user profile in Zendesk Support? Answer No, Sell ... -
What do I do if I'm locked out of my Sell account due to lack of payment?
Question What should I do if I lost access to my Sell account due to lack of payment? Answer The Sell account owner ... -
Can I integrate Sell with DocuSign or another third-party software?
Question I want to integrate a third-party software such as DocuSign with Zendesk Sell. What are my options if I want... -
Is my Sell phone number free?
Question Is Voice a free feature? Does my subscription include the price of phone calls? How much does the phone feat... -
What happens when my Sell account expires?
Question Why can't I login to my Sell trial anymore? Extend my Sell trial so I can purchase a subscription. What happ... -
Can I create Sell-only seats on my account?
Question Can I grant a user access to my Sell account only? Can I restrict someone's access to just the Sell product?... -
How do I activate a Sell account for someone else?
Question Can I start a Sell account on behalf of someone else? How do I activate Sell for myself? Can the Sell licens... -
What happens to my data if I am deactivated or deleted as an agent in Sell?
Question If my agent seat is deleted or deactivated in Zendesk Sell, how does this impact the ownership of leads, con... -
Does everyone using my Zendesk Sell account need to be on the same plan?
Question Can I have a Sell account with multiple users on different plan levels? Answer No, to provide the most seaml... -
Where can I view my Sell subscription invoices?
Question Where can I view my Sell subscription invoices? Where can I view my voice and text charges? Answer At the en...