Does Industry Field Copy to Deal in Zendesk?
Learn if the Industry field copies from a contact to a deal in Zendesk and how to create a custom field for it.
Does the Industry field automatically copy from a contact to a deal in Zendesk?
No, the Industry field does not automatically copy from a contact to a deal in Zendesk. If you want the Industry field to be present at the deal level, you will need to create a custom field for it.
The Industry field is designed to stay with the contact, and it does not transfer to the deal level by default. To have this information available on deals, you should set up a custom field specifically for the Industry on the deal level. This allows you to maintain consistency and have the necessary information where you need it. For more details on how to create custom fields, you can refer to the article onCreating and managing custom fields in Sell.
More related questions
How can I have the Industry field on the deal level in Zendesk?
To have the Industry field on the deal level in Zendesk, you need to create a custom field. This is because the Industry field does not automatically transfer from a contact to a deal. Creating a custom field allows you to manually add the Industry…
Why doesn't the Industry field transfer from a contact to a deal in Zendesk?
The Industry field doesn't transfer from a contact to a deal in Zendesk because it is designed to stay with the contact. This setup requires users to create a custom field if they want the Industry information at the deal level. This separation…
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