Barbara Pereira

You can add a user to your account if you have enough licenses in your Sell subscription. You need admin rights to add users. This article covers the following topics: User creation (Team and Profe...

Important Sell terminology relates to leads, contacts, and opportunities (see Understanding Leads, Contacts, and Opportunities in Sell). Use the glossary below to understand the relationship and me...

If you are on the Enterprise or Elite plan and you have enabled the user hierarchy, you can manage the users in the user hierarchy and the roles in the Roles tab.Note: The Roles feature is availabl...

If you wish to temporarily remove a Sell user from your account, you can deactivate them. You might want to do this if someone leaves the company and you want to keep that user's emails and other i...

Creating and Managing Custom Fields in Sell In addition to the many data fields available for use on your leads, contacts, and opportunities, you can also create custom fields to store additional i...

Use the Zendesk Sell Add button to add a new lead, contact, or new opportunity from anywhere in Sell. How to add an object with the Add button In the upper left corner of any page in the Sell, clic...

You can add multiple leads, contacts, and opportunities to Sell by importing a CSV (Comma Separated Values) file with customer data. If you prefer, there is also the option to import leads, contact...

After the administrator completes the initial setup of the Web Widget (classic) components in the Admin Center and collaborates with the developer to add the Web Widget (classic) to the website, he...

As described in Choosing email addresses to use for receiving support requests, you can receive support requests to an external email address (instead of a Zendesk Support email address) . To do th...

When Zendesk Support is set up, you receive a related email address: support@yoursubdomain.zendesk.com. Emails received at this address become tickets. You can provide your users with alternate ema...