Configuring your Sell account

What's my plan? Many sales teams work with new leads, contacts, and deals using a structured process where the lead...

What's my plan? You can assign a distribution pool anywhere in Sell that you assign an owner for a lead, contact, ...

What's my plan? Using Distribution pools, you can automatically assign leads, contacts, or deals to the team membe...

What's my plan? Sell notifications help you stay on top of your account activity by notifying you when a deal move ...

What's my plan? To help you organize the entire workflow of your team, you can easily prepare a set of tags to be us...

What's my plan? Enabling the Unqualified Reasons feature on your account will help you to analyze the most common re...

What's my plan? Enabling the Unqualified Reasons feature on your account will help you to analyze the most common re...

What's my plan? You can remove branding from all paid Zendesk Sell plans. Here is a list of the areas where branding...

What's my plan? Sell supports a number of languages. You can change your language in your profile. This article con...

What's my plan? Smart links let you quickly access other applications or web pages from your Zendesk Sell account. If...

What's my plan? You can use the layouts in your Zendesk Sell account to control how key information displays for le...

What's my plan? You can set up fields that are mandatory (required) so that they are always completed when creating ...

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