- Add and manage users in Sell to give your team the access they need
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Decide what your team members need to access 6 min
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Demo: Add and deactivate users 4 min
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Troubleshoot 2 min
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Demo: Create advanced permissions for precise control of what your users can see and do 5 min
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Troubleshoot 2 min
- Set up a sales pipeline to reflect your sales process
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Use the built-in sales pipeline to track deal progression 7 min
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Demo: Access sales pipeline analytics to measure and improve your sales process 2 min
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Demo: Customize your sales pipeline to reflect your sales process 4 min
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Knowledge check 2 min
- Set up fields for efficient selling and reporting
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Demo: Gather and organize sales data using fields 3 min
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Demo: Choose field settings to capture information specific to your business 4 min
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Hands-on activity 10 min
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Demo: Set up field rules to improve reporting quality 2 min
- Wrap up
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Course Summary 1 min
On-Demand: Configure Sell to reflect your sales process
Learn how to successfully implement Zendesk's CRM solution, Sell.
Video (30 min)
Reading (20 min)
Hands-on activity (5 min)
Description
Make your transition to Sell easier by adapting your users permissions, sales pipelines, leads, contacts and deals to match the sales processes that your organization already uses.
Audience
Zendesk Sell admins
Recommended Pre-requisites
On-Demand: Introduction to Sell
Instructional Designer