Creating & Managing Deals on Android - Frequently asked questions
Explore common questions about creating and managing deals using the Zendesk Android app. Find answers to streamline your deal management process on mobile.
Frequently asked 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…
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,…
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…
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…
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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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