Associate Tasks with Leads, Contacts, or Deals in Zendesk
How do I associate tasks with leads, contacts, or deals in Zendesk Sell?
Associating tasks with leads, contacts, or deals in Zendesk Sell is simple. When you create a task from the Today page, you can select which lead, contact, or deal the task is related to. If you create a task directly from a lead, contact, or deal page, it is automatically associated with that record.
This feature ensures that your tasks are organized and linked to the relevant records, making it easier to manage your workflow.
More related questions
How do I create tasks in the Zendesk Sell Android app?
Creating tasks in the Zendesk Sell Android app is straightforward. You can create tasks for action items, follow-ups, or reminders and associate them with a specific lead, contact, or deal. To create a task, open the lead, contact, or deal, click…
How can I view and manage tasks on the Today dashboard in Zendesk Sell?
You can easily view and manage all your tasks from the Today dashboard in Zendesk Sell. The Today page allows you to track tasks and filter them by object association and due dates. To view your tasks, simply click the Today tab and then click on…
How can I complete a task in the Zendesk Sell Android app?
Completing a task in the Zendesk Sell Android app is a quick process. Once you have finished a task, you can mark it as complete by selecting the checkbox next to the task. This action helps you keep track of your completed tasks and manage your…
How do I edit or view a saved task in Zendesk Sell?
Editing or viewing a saved task in Zendesk Sell is easy. To do so, click on the task you want to open. You can then view the task details or make any necessary edits. Once you're done, click the Tick icon to save your changes. This functionality…
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