If you accidentally delete leads, contacts, or deals in Zendesk Sell, you can recover them. This feature ensures that you don't lose important sales data.
Creating a lead from Zendesk Support is straightforward with the Zendesk Sell app. You can easily convert support tickets into leads, streamlining your sales process. For more detailed steps, check out the original [Zendesk help…
Yes, you can search by phone number in Zendesk Sell. This feature helps you quickly find leads or contacts based on their phone numbers, making it easier to manage your sales pipeline.
Syncing Zendesk Support users to Sell contacts involves exporting users from Support and importing them into Sell. This process ensures that your sales team has access to the most up-to-date contact information.
Yes, you can automatically convert leads that share the same email as an imported contact in Zendesk Sell. This feature helps maintain a clean and organized contact database.
You can set up email automation in Zendesk Sell to notify your team whenever a new lead is created. This ensures that your sales team is always aware of new opportunities.
Yes, you can export a list of email addresses from the Contacts or Leads page in Zendesk Sell. This feature is useful for managing your email marketing campaigns.
Yes, Zendesk Sell offers geolocation features that allow you to display leads on a map. This visual representation can help you better understand your lead distribution.
Yes, you can update the Customer Status and Prospect Status of your Sell contacts through a CSV import. This allows for bulk updates and efficient data management.
Yes, a lead or contact can have multiple email addresses on their contact card in Zendesk Sell. This flexibility helps you manage contacts with multiple points of communication.