การใช้งาน Zendesk Sell เบื้องต้น
- คำศัพท์ที่ใช้ใน Zendesk Sell
- Reflecting your sales processes in Zendesk Sell
- About Sell plan types
- Product limits for Sell
- Zendesk Sell system requirements
- Sell standard calculated fields
- Signing in to Sell
- Editing a user profile in Sell
- Resetting a password
- Navigating Zendesk Sell
- Searching the data in your Sell account
- Understanding leads, contacts, and deals in Sell
- Managing your Sell email, phone calls, and text messages
- About views and lists in Zendesk Sell
- Viewing your smart lists in Sell
- Editing lead, contact, and deal data using Table view
- Using tags in leads, contacts, and deals
- Adding a lead, contact, or deal using the Global Add button
- Viewing and filtering with the Sell Activity Feed
- Using @mentions for collaborative selling
- Working with notes in Sell
- Setting up note tags in Sell
- Adding a collaborator to work with a lead, contact, or deal
- About the use of tags and custom fields in Sell
- การติดตามแหล่งที่มาของ Leads และ Deals
- Attaching documents to leads, contacts, and deals
- Creating and managing custom fields in Sell
- Viewing and disabling keyboard shortcuts in Sell
- Changing your Sell account timezone and date format
- Changing your Sell account and deal currency settings
- Using the document repository
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