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.
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'….
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',…
Creating a deal from the Today dashboard in the Zendesk Sell iOS app is quick and easy. This feature allows you to manage your deals efficiently from your dashboard. To create a new deal, simply click on the 'Today' page, which is your dashboard….
Managing deal stages in Zendesk Sell on iOS is intuitive and allows you to track your sales process effectively. You can move deals through various pipeline stages directly from the Deal page. To move a deal to the next stage, click 'Deals', then…
Adding products to a deal in the Zendesk Sell iOS app allows you to set the deal value based on the products included. This feature is available on the two highest Sell plans. To add products, click 'Deals', select the deal, and then click…