Configuring Your Sell Account - Frequently asked questions
Frequently asked questions
How do I create distribution pools in Zendesk Sell?
Creating distribution pools in Zendesk Sell allows you to allocate leads, contacts, and deals efficiently. Distribution pools, often referred to as round robin, help sales teams manage new leads and contacts by automatically assigning them to team…
How can I assign distribution pools in Zendesk Sell?
Assigning distribution pools in Zendesk Sell is a straightforward process that can be done anywhere you assign an owner for a lead, contact, or deal. This feature allows you to automatically distribute these elements among your team members,…
How do I set up notifications in Zendesk Sell?
Setting up notifications in Zendesk Sell helps you stay informed about your account activity. Notifications alert you when a deal moves through the sales pipeline or when other significant events occur. This feature ensures that you and your team…
How can I manage tags for leads, contacts, and deals in Zendesk Sell?
Managing tags in Zendesk Sell is a great way to organize your workflow. By preparing a set of tags, you can easily categorize and track leads, contacts, and deals. This helps your team stay organized and ensures that everyone is on the same page…
How do I enable unqualified reasons for leads in Zendesk Sell?
Enabling unqualified reasons for leads in Zendesk Sell allows you to analyze why certain leads are not progressing. This feature helps you identify common reasons for disqualification, providing valuable insights into your sales process. By…
How do I change the supported language in Zendesk Sell?
Changing the supported language in Zendesk Sell is simple and can be done through your profile settings. Zendesk Sell supports multiple languages, allowing you to customize the interface to suit your preferences. This feature is particularly useful…
How can I remove Zendesk Sell branding?
Removing Zendesk Sell branding is possible on all paid plans. This feature allows you to customize the appearance of your account by removing default branding elements. By doing so, you can create a more personalized and professional look that…
How do I customize the layout of my records in Zendesk Sell?
Customizing the layout of your records in Zendesk Sell allows you to control how key information is displayed for leads, contacts, and deals. This feature helps you tailor the interface to better suit your workflow and ensure that important details…
How do I set up and use smart links in Zendesk Sell?
Setting up and using smart links in Zendesk Sell allows you to quickly access other applications or web pages directly from your account. This feature enhances productivity by providing seamless integration with external resources, making it easier…
How do I work with mandatory fields in Zendesk Sell?
Working with mandatory fields in Zendesk Sell ensures that essential information is always captured when creating leads, contacts, or deals. By setting up required fields, you can maintain data consistency and completeness, which is crucial for…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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