TobyH Howard

Question How should I format the dates in my file before I import the data into my account? How should I format the year in a date field? Answer Date fields can be updated manually and through the ...

Issue symptoms I am trying to integrate my Office 365 email account with my Sell account. I follow the steps to integrate my email and when I select Sign in with Microsoft I get the error message A...

Question How do I avoid duplicate leads and contacts in my Zendesk Sell account, and clean them up when they occur? Answer  A Sell admin can choose a strategy to avoid duplicates for the account in...

Question Does Zendesk Sell have an API? Answer  Yes, there are four public APIs available for use. Core API: Zendesk Sell's Core API allows you to create, read, update, and delete Sell data RESTf...

Question When I click Edit on any record, I see the Sell standard fields before my Additional Fields. Can I delete the standard fields so I can see my custom fields first? Can I reorder or remove f...

Question Why do I have a Pending Actions tab in my Sell settings? Why is someone on my account in the Pending Actions section? Answer That tab shows users that require more information. The users w...

Question When I try to sign in to the Sell mobile app, I see this error: Mobile access has been blocked when I try to sign in to the mobile version of Sell. How do I fix my login issue for the mobi...

Question Can I import my Excel file into Sell? Answer Yes, you can import leads, contacts, and deals using an Excel file. However, the file must be properly formatted as a CSV, or Comma-Separated V...

Question Does the eyeball mean I can report on how many times an email is viewed? Answer The eyeball icon is a tracker of how many times the recipient opened the email. If you are looking for more ...

Question What mobile devices can I use Zendesk Sell on? Answer Zendesk Sell works on iOS and Android mobile devices. To download Sell and to see compatibility information visit the app store for yo...