Cleaning Up Your Zendesk Sell Account
Learn how to clean up your Zendesk Sell account by deleting unnecessary deals while keeping your contact data intact.
What should I do if I want to clean up my Zendesk Sell account?
If you're looking to clean up your Zendesk Sell account, consider deleting deals that are no longer needed. This can help streamline your data and make your account more manageable. Remember, deleting deals won't affect your contacts, so you can maintain your important contact information while removing unnecessary deals.
More related questions
How do I delete a single deal in Zendesk Sell?
Deleting a single deal in Zendesk Sell is straightforward. To delete a deal, navigate to the Deals page and click on the specific deal you wish to remove. Once there, click the Edit button next to the name of the lead or contact. At the bottom of…
Can I delete multiple deals at once in Zendesk Sell?
Yes, you can delete multiple deals at once in Zendesk Sell using the Table view. To do this, go to the Deals page and select the Table view if it's not already active. Then, check the boxes next to the deals you want to delete. Once you've selected…
Does deleting a deal in Zendesk Sell also delete associated contacts?
No, deleting a deal in Zendesk Sell does not delete the contacts associated with it. If you need to remove contacts, you must delete them separately. This ensures that your contact data remains intact even if you decide to clean up your deals.
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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