Barbara Pereira

Standard Explore datasets have read-only access permissions for all Explore users. When you create custom datasets, you can configure access permissions for your agents. After users are added to th...

Explore uses user roles to control the level of access granted to agents. Grant different permissions if you, for example, want some agents to create and view reports and others to have view-only a...

Explore the most important features in your Sell account to get the most out of your 14-day free trial or get started with Sell. This eight-step series covers key Sell concepts and highlights areas...

Leads, Contacts and Opportunities are the three most important objects in the Sell. Advancing the lead to the contact stage and then to the Sell opportunity tracks a prospect's progression and qual...

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...