How to Add Related Items in Zendesk Sell
How do I add a related item in Zendesk Sell?
Adding a related item in Zendesk Sell is a straightforward process that enhances your workflow. You can add items to your lead, contact, or deal without leaving the page.
Simply navigate to the Leads, Contacts, or Deals section on the Sell sidebar. Under the Related section, find the item you want to add, such as Products, and click Add. You can search for the product or select it from a list. Once added, the item will appear on the Lead, Contact, or Deal card.
More related questions
What are related items in Zendesk Sell?
Related items in Zendesk Sell are items associated with a lead, contact, or deal to provide additional context. They help sales reps keep track of important information without switching between systems. These items can include products, stock…
How can I remove a related item in Zendesk Sell?
Removing a related item in Zendesk Sell is as easy as adding one. This allows you to keep your sales context up-to-date and relevant. To remove an item, go to the Leads, Contacts, or Deals section on the Sell sidebar. Click on the specific lead,…
What is the limit for related items in Zendesk Sell?
In Zendesk Sell, the related items widget supports up to 50 related objects for a relationship type. This allows you to manage a significant amount of information while maintaining clarity. This limit ensures that your sales context remains…
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