Importing Leads and Contacts via CSV in Zendesk Sell
How can I import leads and contacts using a CSV file in Zendesk Sell?
Importing leads and contacts using a CSV file in Zendesk Sell is a great way to manage bulk data efficiently. Episode 4 of the video series explains this process.
You'll learn how to prepare your CSV file and upload multiple leads, contacts, and deals into Sell. This method is ideal for quickly populating your database and getting started with your sales activities.
More related questions
What is the Zendesk Sell quickstart video series?
The Zendesk Sell quickstart video series is a collection of videos designed to help new users get up and running with Zendesk Sell quickly. Whether you're new to Zendesk Sell or just want to ensure your team is maximizing its potential, this series…
How can I navigate Zendesk Sell effectively?
Navigating Zendesk Sell effectively involves understanding the difference between leads, contacts, and deals. The first episode of the quickstart video series covers these basics. You'll learn how to use the Sell sidebar to access the Leads,…
How do I add my team to Zendesk Sell?
Adding your team to Zendesk Sell is a straightforward process that allows for immediate collaboration on leads and deals. Episode 2 of the quickstart video series walks you through this process. You'll learn how to add team members, use @mentions…
How can I set up custom fields in Zendesk Sell?
Setting up custom fields in Zendesk Sell allows you to tailor the platform to your specific needs. Episode 2 of the video series covers how to configure these fields. You'll learn to create labels, define field types, and set permissions. This…
How do I connect my email and calendar to Zendesk Sell?
Connecting your email and calendar to Zendesk Sell is essential for seamless communication and scheduling. While the video is in progress, there are articles available to guide you through the process. You can integrate your email and sync your…
How do I build a sales pipeline in Zendesk Sell?
Building a sales pipeline in Zendesk Sell involves creating smart lists and customizing pipelines. Episode 5 of the video series provides insights into these tasks. You'll learn how to create smart lists to keep important information accessible and…
How can I start selling with Zendesk Sell Voice and text?
Starting to sell with Zendesk Sell Voice and text allows you to communicate directly from the platform. Episode 6 of the video series covers how to use these features. You'll learn to record calls, dial, and text directly from Sell, enhancing your…
How can I access Zendesk Sell on mobile devices?
Accessing Zendesk Sell on mobile devices ensures you can manage your sales activities on the go. While the videos are in progress, there are articles available to help you get started. Whether you're using Android or iOS, these resources will guide…
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