—— Run into issues on Zendesk Sell? Get help pending when official support gets back to you!
—— Experiencing any of these problems? Get a solution tailored for you below;
Fix: To streamline your workflow in Zendesk Sell, consider creating templates for common tasks. For instance, if you frequently send similar emai... ⇲
Fix: Ensure that your iPhone is running the latest version of iOS. Go to Settings > General > Software Update to check for updates. Keeping your... ⇲
Fix: Check your app permissions. Go to Settings > Privacy > Call History and ensure that Zendesk Sell has permission to access your call logs. If... ⇲
Fix: Try uninstalling and reinstalling the app. This can resolve many issues related to app performance. To do this, press and hold the app icon... ⇲
Fix: Utilize the Zendesk Sell community forums and knowledge base. Often, other users have experienced similar issues and may have posted solutio... ⇲
Fix: Use the app's search function to quickly navigate to specific records or deals. While deep linking may not be available, efficient use of th... ⇲
Fix: Ensure that you have a stable internet connection. Data syncing issues often arise from poor connectivity. Switch to a different Wi-Fi netwo... ⇲
Fix: Consider using custom fields to better categorize your sales pipeline. Go to Settings > Custom Fields and create fields that reflect your sp... ⇲
Fix: Export your data to a spreadsheet for more advanced analysis. Go to the reporting section, export your data, and use Excel or Google Sheets... ⇲
Fix: Use custom fields to create a workaround for estimated close dates. Create a custom field labeled 'Estimated Close Date' and manually enter... ⇲
Fix: Utilize tags or custom fields to create a workaround for tracking different sales stages. This allows you to categorize deals in a way that... ⇲
Fix: Use custom fields to create a workaround for lead sources. Create a custom field labeled 'Lead Source' and manually enter the source for eac... ⇲
Fix: Create a custom spreadsheet to track commissions manually. Include columns for deal amounts, commission rates, and total commissions to keep... ⇲
Fix: Ensure that you are entering the correct email address associated with your Zendesk Sell account. Double-check for typos or incorrect domain... ⇲
Fix: Manually copy the details of the deal to ensure that all necessary information is retained. This can be tedious but ensures that you have al... ⇲