Adding Email Messages to Deal Cards in Zendesk Sell
How do I add an email message to a Deal card in Zendesk Sell?
To add an email message to a Deal card in Zendesk Sell, you can do it directly from the Communication Center.
First, click on either the Inbox or Sent tab in the Communication Center. Locate the email message you want to add, and use the 'Associated to Deal' filter to help refine your search. Once you find the message, click the deal link displayed next to the email message's name. Then, select the checkbox of the associated deal or deals you want to add the email to. The email message will be immediately added to the selected deal card. For more details, check theoriginal documentation.
More related questions
How can I remove an email message from a Deal card in Zendesk Sell?
Removing an email message from a Deal card in Zendesk Sell is straightforward. Navigate to the deal card and click on the Activity feed tab. Open the email message you wish to remove, then click the More icon (three dots) to the right of the…
What is the process to remove an email from a deal in the Communication Center?
You can remove an email message from a deal directly in the Communication Center. Start by clicking on either the Inbox or Sent tab in the Communication Center. Locate the email message you want to remove, using the 'Associated to Deal' filter if…
How do I remove or archive an email message from a Lead or Contact card?
To remove or archive an email message from a Lead or Contact card in Zendesk Sell, follow these steps. On the Lead or Contact page, select the email you want to remove. Click the More icon (three dots) and choose 'Remove from Sell'. If you prefer…
Why do emails re-associate with deals after being removed?
Emails may re-associate with deals after being removed due to a known issue in Zendesk Sell. When you disassociate an email from a deal, the next reply in that email chain will automatically re-associate the message back to the deal you just…
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