Add Industry Field to Deal Level in Zendesk
Discover how to add the Industry field to the deal level in Zendesk by creating a custom field.
How can I have the Industry field on the deal level in Zendesk?
To have the Industry field on the deal level in Zendesk, you need to create a custom field. This is because the Industry field does not automatically transfer from a contact to a deal.
Creating a custom field allows you to manually add the Industry information to each deal, ensuring that you have all the necessary details at the deal level. This approach helps maintain data consistency and allows you to tailor the information to your specific needs. For guidance on setting up custom fields, check out the article onCreating and managing custom fields in Sell.
More related questions
Does the Industry field automatically copy from a contact to a deal in Zendesk?
No, the Industry field does not automatically copy from a contact to a deal in Zendesk. If you want the Industry field to be present at the deal level, you will need to create a custom field for it. The Industry field is designed to stay with the…
Why doesn't the Industry field transfer from a contact to a deal in Zendesk?
The Industry field doesn't transfer from a contact to a deal in Zendesk because it is designed to stay with the contact. This setup requires users to create a custom field if they want the Industry information at the deal level. This separation…
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