Adding and Managing Tags in Zendesk Sell
How can I add and manage tags for deals in Zendesk Sell?
Adding and managing tags in Zendesk Sell helps categorize and filter your deals effectively.
To add tags, navigate to the Deals settings page by clicking Settings, then Customize, and selecting Deals. If you have admin rights, you can also allow other Sell users to add tags. Tags are a great way to organize your deals for better management.
More related questions
How can I customize deal sources in Zendesk Sell?
You can easily customize deal sources in Zendesk Sell to better track where your deals are coming from. To do this, navigate to the Deals settings page by clicking on Settings, then Customize, and selecting Deals. Here, you can define your list of…
What are custom fields in Zendesk Sell and how do I use them?
Custom fields in Zendesk Sell allow you to capture additional information about your deals. To add custom fields, go to the Deals settings page by clicking Settings, then Customize, and selecting Deals. Here, you can create and manage custom fields…
How do I manage deal loss reasons in Zendesk Sell?
Managing deal loss reasons in Zendesk Sell helps you understand why deals are lost. To manage these reasons, access the Deals settings page by clicking Settings, then Customize, and selecting Deals. You can prompt your Sell users to provide a deal…
What are unqualified reasons in Zendesk Sell and how can I edit them?
Unqualified reasons in Zendesk Sell help you track why a deal is marked as unqualified. To edit these reasons, go to the Deals settings page by clicking Settings, then Customize, and selecting Deals. Here, you can create and manage the list of…
What are smart links in Zendesk Sell and how do I set them up?
Smart links in Zendesk Sell allow you to quickly access other applications or web pages. To set them up, go to the Deals settings page by clicking Settings, then Customize, and selecting Deals. Smart links provide a convenient way to connect your…
How do I enable forecasting on the deal card in Zendesk Sell?
Enabling forecasting on the deal card in Zendesk Sell provides valuable insights into your sales pipeline. To enable this feature, navigate to the Deals settings page by clicking Settings, then Customize, and selecting Deals. Note that forecasting…
What are smart list templates in Zendesk Sell and how can I create them?
Smart list templates in Zendesk Sell allow users to build customized lists for deals. To create these templates, go to the Deals settings page by clicking Settings, then Customize, and selecting Deals. Smart list templates can be used by all your…
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