Create Deals from Today Dashboard in Zendesk Sell
How do I create a deal from the Today dashboard in Zendesk Sell for Android?
Creating a deal directly from the Today dashboard is a quick process in the Zendesk Sell Android app.
Simply click on the Today tab, then click the Add icon (+) to start creating a new deal. This feature allows you to efficiently manage your sales activities and keep track of new opportunities as they arise.
More related questions
How do I convert a lead into a deal using the Zendesk Sell Android app?
Converting a lead into a deal is straightforward with the Zendesk Sell Android app. To convert a lead, first, navigate to the Leads section and open the specific lead you wish to convert. Then, click on 'Convert Lead' and toggle the 'Create a Deal…
How can I add an existing contact to a deal in Zendesk Sell on Android?
Adding an existing contact to a deal is easy with the Zendesk Sell Android app. To do this, go to the Contacts section and select the contact you want to associate with a deal. Click on 'Deals', then the Add icon (+). Enter the deal's name, value,…
How can I move a deal through stages in the Zendesk Sell Android app?
Moving a deal through different stages in your sales pipeline is simple with the Zendesk Sell Android app. To move a deal, go to the Deals section and select the deal you want to progress. Click on the Info tab, then on your Current Stage to open…
How do I add or remove contacts from a deal in Zendesk Sell on Android?
Adding or removing contacts from a deal is a breeze with the Zendesk Sell Android app. To add a contact, navigate to the Deals page, click on Contacts, and then the Add icon (+). Use the Search field to find and select the contact you want to add….
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