Attaching Documents in Zendesk Sell
How do I attach documents to leads, contacts, and deals in Zendesk Sell?
You can easily attach documents to leads, contacts, and deals in Zendesk Sell. To do this, navigate to the specific lead, contact, or deal you want to attach a document to. In the Documents panel, click the '+' button and choose 'Add new' to upload a document from your computer. Alternatively, you can select 'Add from Repository' to attach a document from the shared Document Repository. Once uploaded or selected, the document will appear in the Documents panel.
For more detailed instructions, you can refer to theoriginal Zendesk help article.
More related questions
What types of files can I upload to Zendesk Sell?
Zendesk Sell supports a variety of file types for uploading and storing. You can upload PDF, Word, Excel, Powerpoint, Pages, Keynote, PNG, and JPG files. This flexibility allows you to attach a wide range of documents to your leads, contacts, and…
How can I manage my uploaded documents in Zendesk Sell?
Managing your uploaded documents in Zendesk Sell is straightforward. You can download, change the title, or delete documents that you've added. To download or delete multiple files, use the documents overview page by clicking 'See all files'. You…
Can I email documents directly from Zendesk Sell?
Yes, you can email documents directly from Zendesk Sell. To do this, select the lead, contact, or deal you want to email. Click on the 'Send an email' tab, then click the Attach icon next to Merge Tags. You can choose a document from your uploaded…
What are the file size limitations for uploading documents in Zendesk Sell?
While there are no restrictions on the size of individual files you can upload to Zendesk Sell, each plan has a per-user document storage limit. For instance, users on the Team plan have a 2GB storage limit. It's important to be aware of these…
How do I use the Document Repository in Zendesk Sell?
The Document Repository in Zendesk Sell is a shared storage space managed by users with admin rights. It allows team members to access commonly used documents. To attach a document from the repository, select the lead, contact, or deal, click the…
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