Private Training: Zendesk Sell for Admins, I and II (Remote)

Note: This course is now retired. Register for the free on-demand version of this course here.

  Two single 2 hr sessions

  Remotely via zoom 

Description 

Sell for Admins, I 

This course will introduce you to the core features of Zendesk Sell so that you can review your sales process -- a critical step in using the pipeline and reporting effectively. Participants will be introduced to the settings: custom fields, sales pipelines, visit and call outcomes, and more. 

Sell for Admins, II 

In the second Sell course, you will learn how to set up user roles and permissions, as well as groups and teams for those on Enterprise or higher plans. You will learn to prepare your data for import and ways to optimize Sell for your team. 

Sell for Admins, I 

• Get to know Zendesk Sell 
• Configure Sell to reflect your sales process
• Configure Sell to capture your critical data 
• Integrate tools for an effective workflow  

Sell for Admins, II

• Manage users and permissions 
• Gather, map, and prepare data
• Add and update data 
• Optimize Sell for your team  

Audience 

These courses are geared to administrators of Zendesk Sell. 

Recommended Pre-requisites 

None

Available Languages 

This course is delivered in English. 

The fine print 

• This training is limited to Zendesk Sell 
  
• Course topics are subject to change
• The content for this course will be our standard course and will not be customized. Course topics are subject to change 
• Training will be delivered in participant's Zendesk Sell instance 
• Training will be delivered remotely via Zoom unless otherwise specified 
• Standard training materials will be provided in PDF format at the participant's request 
• To provide the participant with an optimal experience, class size may not exceed twelve (12) attendees per session. If additional attendee requirements exist, multiple sessions should be purchased. 
• Course delivered in English unless otherwise specified. One (1) language per session 
• Training will be delivered in two single 2 hr sessions

Frequently Asked Questions 

What is remote private training? 

Remote private training sessions are Zendesk training sessions, delivered only to your company, conducted remotely via Zoom by a live trainer. Private training sessions are a great option for learners with moderate to complex use cases, medium to large groups, or for those who simply learn better one on one. Private sessions are highly interactive, and trainers encourage heavy participation from students. 

Can multiple people sit in on this session? 

Yes, private sessions are great for medium to large groups (2-12 people). 

What materials are provided? 

Course materials are provided after the session (course slides as a PDF), so students are able to reference them after the session. Recordings are provided on request.