How to get help with the sales CRM
Articles that contain general help in using and managing the sales CRM. Content includes questions about exporting or uploading data in Sell, integrating the sales CRM with third-parties, questions about Sell settings, common errors encountered in Sell, basics of the system, and others.
- Why can't I log a visit in the Sell mobile app?
- Where is the data for Reach prospecting and enrichment pulled from?
- Error message: Your Sell Admin is still setting up your Sell account
- How do I change my Sell notification email address?
- How do I add a record from my map on the Sell mobile app?
- How do I format the date field in Sell?
- When I try to "Sign in with Microsoft" I am getting a "Cannot Authenticate" error message
- Why are there duplicates in my Zendesk Sell account?
- Does Zendesk Sell have an API?
- Can I remove standard fields from Sell?
- What do I need to do when I see an Action in the Pending Actions tab of my Sell settings?
- Error message in Sell: Mobile access has been blocked
- Can I import my Excel file into Zendesk Sell?
- What does the eyeball icon mean in Zendesk Sell?
- What mobile devices is Zendesk Sell supported on?
- Can I import products into Sell?
- Why am I having issues with the Sell mobile app?
- Why am I missing buttons on my Sell pages?
- Why can't I add more than 1,000 contacts to a MailChimp mailing list?
- Can I send outbound faxes using Sell?
- Can I add a captcha option to my lead capture form?
- Can I integrate Slack with Sell?
- How can I remind deal owners to upload a contract once the deal is won? [Video]
- Can I specify the parent company when I upload a CSV file to Sell?
- When should I use tags and when should I use custom fields in Sell?
- Can I make a custom checkbox field required in Zendesk Sell?
- Can I export real-time data from Sell?
- How do I format my CSV file for Sell?
- How can I create a Sell OAuth access token?
- Can I add custom fields in Sell?