Create New Contacts While Adding Deals in Zendesk Sell
Learn how to create new contacts while adding deals in Zendesk Sell on Android. Manage your sales process efficiently on the go.
Can I create a new contact while adding a deal in Zendesk Sell on Android?
Yes, you can create a new contact while adding a deal in Zendesk Sell on Android. This feature allows you to seamlessly manage your sales process by ensuring that each deal is associated with a contact.
When you are in the process of creating a deal, you can either choose an existing contact from your Sell records or opt to create a new contact. This flexibility is particularly useful when you are on the go and need to quickly add new information to your sales pipeline.
More related questions
How do I add a lead, contact, or deal using the Zendesk Sell Android app?
You can easily add a lead, contact, or deal using the Zendesk Sell Android app. Simply navigate to the Leads, Contacts, or Deals tab and click the add icon (+) to create a new entry. Alternatively, you can go to the Today (dashboard) tab and click…
What information is required to create a deal in Zendesk Sell on Android?
When creating a deal in Zendesk Sell on Android, you need to provide the deal name and the associated contact. This ensures that your deal is properly linked to a contact for better management. You have the option to either select an existing…
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