If you change your password in the web version of Zendesk Sell, there might be a delay before you need to sign in again on the mobile app. This is important to know if you're facing a security concern.
In such cases, it's recommended to contact Zendesk customer support to end all active sessions immediately. This ensures that your account remains secure. For more details, refer to the originalZendesk documentation.
You can easily add and manage notes on the go using the Zendesk Sell iOS app. This feature allows you to keep track of important information related to your leads, contacts, or deals directly from your mobile device. To create a note, simply…
Attaching documents to your leads, contacts, or deals is straightforward with the Zendesk Sell iOS app. This feature helps you keep all relevant documents organized and easily accessible. To attach a document, navigate to the specific lead,…
Yes, you can sync your calendar with the Zendesk Sell iOS app to manage your meetings and appointments efficiently. This feature allows you to create, update, and get directions to your appointments directly from your phone. Additionally, if you're…
Connecting your email with the Zendesk Sell iOS app allows you to send, receive, and manage your emails directly from your mobile device. This feature also lets you track email engagement, such as views and link clicks. To connect your email,…
The Zendesk Sell iOS app allows you to collaborate with other users on leads, contacts, or deals directly from your device. This feature includes customizing email visibility and notifications for your collaborators. To collaborate, simply add…
Managing your leads, contacts, and deals is seamless with the Zendesk Sell iOS app. You can create, update, and view real-time insights such as deal stage duration and conversion rates directly from your device. This functionality helps you stay…
Creating filtered lists in the Zendesk Sell iOS app allows you to organize your data efficiently. You can apply filters to your working list and save it as a smart list that remembers your settings. This feature helps you quickly access the…
Managing tasks in the Zendesk Sell iOS app is straightforward and helps you stay on top of your action items. You can create tasks for follow-ups, reminders, or specific actions related to leads, contacts, or deals. This feature ensures that you…