Help with Sales - Frequently asked questions
Frequently asked questions
How can I create a Sell OAuth access token?
Creating a Sell OAuth access token is essential for integrating with Zendesk Sell. To create one, you'll need to navigate to the API settings in your Zendesk Sell account. From there, you can generate a new OAuth token by following the on-screen…
How do I format my CSV file for Sell?
Properly formatting your CSV file is crucial for a successful import into Zendesk Sell. Ensure that your CSV file includes headers that match the fields in Sell, such as 'Name', 'Email', 'Phone', etc. Each row should represent a single record, and…
Can I export real-time data from Sell?
Exporting real-time data from Zendesk Sell is not directly supported. However, you can export data at specific intervals or use the API to fetch data programmatically. This allows you to keep your external systems updated with the latest…
Can I make a custom checkbox field required in Zendesk Sell?
Yes, you can make a custom checkbox field required in Zendesk Sell. This is done through the field settings where you can specify which fields are mandatory for your team to fill out. This ensures that important information is always captured…
When should I use tags and when should I use custom fields in Sell?
Tags and custom fields serve different purposes in Zendesk Sell. Use tags for quick, flexible categorization of records that might change frequently. Custom fields are better for structured data that needs to be consistently tracked and reported…
What happens to my data if I am deactivated or deleted as an agent in Sell?
If you are deactivated or deleted as an agent in Zendesk Sell, your data remains intact. The records you created or were associated with will still be accessible to other active users. This ensures continuity and data integrity within your team….
How do I activate a Sell account for someone else?
To activate a Sell account for someone else, you'll need admin privileges. From the admin panel, you can invite new users by entering their email addresses. Once invited, they will receive an email to set up their account and start using Zendesk…
Can I create Sell-only seats on my account?
Yes, you can create Sell-only seats on your Zendesk account. This allows you to allocate specific users to only have access to Sell, without needing access to other Zendesk products. This is useful for teams focused solely on sales activities. For…
What happens when my Sell account expires?
When your Zendesk Sell account expires, you will lose access to the platform and its features. To prevent this, ensure your subscription is up-to-date. If your account does expire, you may need to contact Zendesk support to regain access. For more…
Is my Sell phone number free?
Your Zendesk Sell phone number is not free. There are associated costs for using the Sell Voice feature, which includes making and receiving calls. It's important to review the pricing details to understand the costs involved. For more information,…
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