Understanding the Dashboard in Zendesk Sell
What is the Dashboard in Zendesk Sell?
The Dashboard in Zendesk Sell is the first screen you see when you log in. It provides a quick overview of your pipeline status, helping you stay informed about your sales activities at a glance. This feature is designed to give you immediate insights into your sales performance and progress.
By regularly checking your Dashboard, you can ensure that you are on track with your sales goals and make informed decisions.
More related questions
What is the purpose of Zendesk Sell?
Zendesk Sell is designed to help you manage your contacts, leads, and sales efficiently. It allows you to focus on finding new clients and growing your business by providing tools to stay on top of your sales activities. With its user-friendly…
How do I navigate the main views in Zendesk Sell?
Zendesk Sell offers several main views to help you manage your sales process effectively. These include the Dashboard, Leads, Contacts, Deals, Calendar, Tasks, Communications, Reports, and Settings. Each view serves a specific purpose, from…
How does the Leads tab work in Zendesk Sell?
The Leads tab in Zendesk Sell is where you manage potential clients or business opportunities that haven't yet been qualified for your sales pipeline. When a lead becomes qualified, you can convert them into a contact and deal. This process is…
What is the purpose of the Contacts tab in Zendesk Sell?
In Zendesk Sell, the Contacts tab is used to manage individuals or companies that have been qualified as leads. Once a lead is qualified, it is converted into a contact, allowing you to track and manage your interactions with them. You can also…
How can I track deals in Zendesk Sell?
The Deals tab in Zendesk Sell is designed to help you track your deals through different sales stages in your pipeline. The default stages include Incoming, Qualified, Quote, and Closure. Each stage represents a different phase in the sales…
What can I do with the Calendar in Zendesk Sell?
The Calendar in Zendesk Sell allows you to manage your appointments and schedule effectively. By using the Calendar tab, you can create and organize appointments, ensuring that you stay on top of your commitments and never miss an important…
How do tasks work in Zendesk Sell?
Tasks in Zendesk Sell are crucial for staying on top of the actions you need to take to win deals. You can create multiple tasks for leads, contacts, and deals, helping you prioritize and manage your sales activities effectively. By using tasks,…
What is the Communication Center in Zendesk Sell?
The Communication Center in Zendesk Sell is where you manage all your email, phone calls, and text messages. This centralized hub allows you to keep track of all your communications with leads, contacts, and deals, ensuring that you never miss an…
How can I access sales reports in Zendesk Sell?
Zendesk Sell provides out-of-the-box visual sales reporting, giving you immediate access to the insights you need to run your business. The Reports tab allows you to view and analyze your sales data, helping you make informed decisions and track…
What can I do in the Settings tab of Zendesk Sell?
The Settings tab in Zendesk Sell is where you manage your account settings and preferences. Administrators can configure all account preferences and settings, ensuring that Zendesk Sell is tailored to meet the specific needs of your business. By…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
