Edit Lead, Contact, and Deal Data in Table View
How can I edit lead, contact, and deal data using Table view in Zendesk?
You can easily edit lead, contact, and deal data directly in Table view on Zendesk. Instead of navigating to each profile page, simply hover over the field you want to edit in Table view, and click the pencil icon that appears. This allows you to make quick changes without leaving the page.
In Table view, you can either select from predefined options, like status changes, or enter new data directly, such as updating a company name. This feature streamlines the process of managing your data, making it more efficient and user-friendly. For more details, check out theoriginal Zendesk help article.
More related questions
What icon indicates editable fields in Zendesk's Table view?
In Zendesk's Table view, a pencil icon indicates that a field is editable. When you hover your cursor over a field, the pencil icon will appear, signaling that you can click to edit the data. This intuitive feature helps you quickly identify which…
Can I enter new data directly in Zendesk's Table view?
Yes, you can enter new data directly in Zendesk's Table view. This feature allows you to update information just as you would on a profile page. For instance, you can type in a new company name and press Enter to save the changes. This direct data…
What are predefined edit options in Zendesk's Table view?
Predefined edit options in Zendesk's Table view are preset choices you can select when editing certain fields. For example, you might see options for changing the status of a lead or deal. These options simplify the editing process by providing…
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