Review and Select Contacts for Zendesk Sell Import
How do I review and select which contacts to import into Zendesk Sell?
Reviewing and selecting contacts to import into Zendesk Sell is straightforward.
During the import process, especially when setting up the app for the first time, you'll have the option to review call and text logs. This allows you to choose which contacts and communication logs you want to import. You can save or import the information as needed, ensuring you only bring in the data that's important to you.
More related questions
How do I import contacts into Zendesk Sell when first setting up the app?
When you first set up the Zendesk Sell app on Android, importing your contacts is a breeze. To get started, navigate to the Today tab and click on Communication. From there, click Scan and then Begin Scan. You'll need to allow Sell to manage phone…
Can I import contacts into Zendesk Sell from the Contacts tab?
Yes, you can import contacts into Zendesk Sell anytime from the Contacts tab. Simply click on Contacts, then the + icon, and select Import from phone. You can choose to import all contacts or select specific individuals from your phone's contact…
What permissions are needed to import contacts into Zendesk Sell?
To import contacts into Zendesk Sell, you'll need to grant certain permissions. When you initiate the import process, you'll be prompted to allow Sell to make and manage phone calls, import your contacts, and send and view SMS messages. These…
Can I tag contacts during the import process in Zendesk Sell?
Yes, you can tag contacts during the import process in Zendesk Sell. When importing contacts from the Contacts tab, after selecting the contacts you wish to import, you have the option to click the tag icon. This allows you to organize and…
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