Adding products to a deal in Zendesk Sell is straightforward. First, click on the deal you want to add products to, then use the Products widget in the right column to click 'Add product (+)'.
In the Product catalog, select the products you want to add by checking the boxes next to them. After selecting, click 'Next' to review your choices in the Add products summary dialog. Here, you can adjust discounts, prices, or quantities as needed. Once satisfied, click 'Save' to finalize the addition. The products will now appear in the Products widget of the deal, showing their total value in the deal's currency.
To set up and add products to the Product Catalog in Zendesk Sell, you need admin permissions. Start by clicking the Settings icon on the Sell sidebar, then under Customize, click Products. Once there, you can create a new product by clicking…
Yes, you can use multiple currencies in the Zendesk Sell Product Catalog. This feature allows you to set different prices for a product in various currencies, which is useful for businesses operating in multiple regions. To add a currency, go to…
Admins can hide the Products widget in Zendesk Sell if sales reps don't need to see product details in a deal pipeline. This action doesn't remove the product catalog; it simply makes it invisible to users. To hide the Products widget, go to the…
To manage the Product Catalog in Zendesk Sell, you need admin rights. Admins can add and edit products, as well as manage the visibility of the Products widget in deal pipelines. Non-admin users have view-only access to the catalog and cannot see…
Activating the Product widget for deals in Zendesk Sell is essential for adding products to your deals. To do this, navigate to the Layouts section under Customize, then click the Deals tab. Under Deal widgets, click Products to activate the…