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Add or Remove Contacts in Zendesk Sell iOS Deals

Learn how to add or remove contacts associated with deals in Zendesk Sell iOS app for better management.

How do I add or remove contacts associated with a deal in Zendesk Sell iOS?

Adding or removing contacts associated with a deal in Zendesk Sell iOS is a flexible process that helps you manage your sales relationships.

To add a contact, click 'Deals', select the deal, and then click 'Contacts'. Click 'Add (+)' to associate a new or existing contact with the deal. Use the search field to find existing contacts or scroll through the list. Select the checkbox next to the contact's name and click 'Done' to save. To remove a contact, swipe left on the contact's name. This functionality ensures that your deals are linked to the right contacts.


More related questions

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Converting a lead into a deal on the Zendesk Sell iOS app is straightforward. You can create both a person and a company contact from the lead details. To convert a lead, navigate to the lead page you wish to convert and click 'Convert Lead'….

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Adding a deal to an existing contact in Zendesk Sell on iOS is simple and efficient. You can do this directly from the contact's page. To add a deal, click on 'Contacts', then navigate to the contact page you want to add the deal to. Click 'Deals',…

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