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 when it comes to managing sales activities.
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…
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,…
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…
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…
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…
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…
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…
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…
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…