Zendesk Sell (Sales CRM)

Getting Started

• For initial configuration, importing data and learning how that data can be used within the system will be one of the first steps.
  • See these articles for importing data from various sources and formats:
    • Adding Data Links and Guides
      • Scroll to Lesson #2: Adding Data
    • Bringing leads into Sell from different sources
  • Another important aspect of the configuration will be connecting your email account to Zendesk Sell. See below:
    • Integrating Email with Sell
    • Downloading and Using the Sell mobile app (Android and iPhone)

Trouble Accessing Zendesk Sell Site

• Some users may encounter an issue where the Zendesk Sell website appears to have been loaded but does not display any content. This issue is known to occur with Google Chrome, Mozilla Firefox, and Apple Safari at the time of writing. Using the following steps should be a temporary fix while a permanent solution is being worked on.
• More information from Zendesk available here.
• *NOTE* Zendesk sites will have degraded performance with users who do not allow cookies. It is highly recommended to allow cookies with the zendesk.com domain as well as disabling any third-party ad/cookie blockers installed.

Firefox

• While on the Zendesk Sell page (even if the content on the page has not loaded), click on the padlock icon located to the left of the web address. Click on "Clear cookies and site data".

• Click "Remove". Now, try refreshing the page.

Chrome & Microsoft Edge

• View this article for fixing issues with Google Chrome and Microsoft Edge with the Zendesk Sell website.