Kathy Doc

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  • Katie's Onboarding Video

    Here is my video:      Yay! 

  • How Do I Use Email Templates?

    Email templates let you send out email campaigns, mail merges, or personalized updates to your customers – all with a couple of clicks. NOTE: Email Templates and Merge Tags are available with the p...

  • Can I share email templates in Sell?

    Question: Can I share Email Templates with my team? Answer: Email Templates are created individually in each User's account. To share with your team, the current workaround is to copy and paste you...

  • Individual Rep Performance Dashboard

    The Rep Performance Dashboard report lets you track the performance of individual team members.  It provides you with an easy way to see how a specific person is doing and compare their performance...

  • How can agents leverage knowledge to help customers?

    You can use our Knowledge Capture app to leverage your team’s collective knowledge. Using the app, agents can: Search the Help Center without leaving the ticket Insert links to relevant Help C...

  • How do I publish my content in other languages?

    If you have configured your Help Center to support multiple languages, you can publish content in your supported languages. Here's the workflow for localizing your Help Center content into other ...

  • How do I customize my Help Center?

    You can modify the look and feel of your Help Center by changing colors and fonts. See Branding your Help Center to learn how. You can also change the design of your Help Center. If you're comfort...

  • What are these sections and articles doing here?

    This FAQ is a section in the General category of your Help Center knowledge base. We created this category and a few common sections to help you get started with your Help Center. The knowledge ba...

  • Welcome to your Help Center!

    You're looking at your new Help Center. We populated it with placeholder content to help you get started. Feel free to edit or delete this content. The Help Center is designed to provide a complet...