TobyH Howard

Question Can I make a custom checkbox field type required in Sell? Answer It is not possible to make the checkbox field type required for leads, contacts, or deals. To make a custom field required,...

Question Can I use the API to export real-time data from Sell to use for a custom dashboard? Answer Yes, you can export data in real-time from Sell. If your Sell account is a Growth plan or higher,...

Question How do I format my CSV file for Sell? What do the headers on my CSV file (import or export) represent? Answer The first row of the CSV file should reflect standard and custom fields. When ...

Question I'd like to create a Sell OAuth access token. How do I go about it? Answer To create your token  Log in to your admin account from Zendesk. In Sell on the sidebar, click Settings. Click ...

Question I want to track specific information for my sales leads. Can I add custom fields in my Sell account? Answer You can add custom fields in Sell to track specific information for your leads. ...

Question I use Zendesk on my mobile device and will be replacing the device - what should I consider? Answer When getting a new mobile device, consider the following: The Zendesk Support, Zendesk ...

Question Can I remove test data from my trial? I added test data and would like to remove it prior to moving to a paid subscription.  Answer No, test data cannot be removed from the trial account p...

Question Can healthcare companies that manage patient information use Zendesk? Is Zendesk compliant with the Health Insurance Portability and Accountability Act (HIPAA)? Answer Zendesk provides a s...

Question How do I get a sandbox account test environment? Answer The sandbox testing environment is a feature of the Support Enterprise, Suite Enterprise and Suite Enterprise Plus plans. The sandbo...

Question My account was suspended, how can I reactivate it? Answer  Your Zendesk account can be suspended due to a lack of payment. To see the timeline and process read this article: Preventing acc...