Create Deals from Today Dashboard in Zendesk Sell iOS
How do I create a deal from the Today dashboard in Zendesk Sell iOS app?
Creating a deal from the Today dashboard in the Zendesk Sell iOS app is quick and easy. This feature allows you to manage your deals efficiently from your dashboard.
To create a new deal, simply click on the 'Today' page, which is your dashboard. Then, click 'Add (+)' to initiate the creation of a new deal. This method provides a streamlined way to manage your sales activities directly from your dashboard.
More related questions
How do I convert a lead into a deal using the Zendesk Sell iOS app?
Converting a lead into a deal on the Zendesk Sell iOS app is straightforward. You can create both a person and a company contact from the lead details. To convert a lead, navigate to the lead page you wish to convert and click 'Convert Lead'….
How can I add a deal to an existing contact in Zendesk Sell on iOS?
Adding a deal to an existing contact in Zendesk Sell on iOS is simple and efficient. You can do this directly from the contact's page. To add a deal, click on 'Contacts', then navigate to the contact page you want to add the deal to. Click 'Deals',…
How can I manage deal stages in Zendesk Sell on iOS?
Managing deal stages in Zendesk Sell on iOS is intuitive and allows you to track your sales process effectively. You can move deals through various pipeline stages directly from the Deal page. To move a deal to the next stage, click 'Deals', then…
How do I add or remove contacts associated with a deal in Zendesk Sell iOS?
Adding or removing contacts associated with a deal in Zendesk Sell iOS is a flexible process that helps you manage your sales relationships. To add a contact, click 'Deals', select the deal, and then click 'Contacts'. Click 'Add (+)' to associate a…
How can I add products to a deal in Zendesk Sell iOS app?
Adding products to a deal in the Zendesk Sell iOS app allows you to set the deal value based on the products included. This feature is available on the two highest Sell plans. To add products, click 'Deals', select the deal, and then click…
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