How to Delete Deals in Zendesk - Frequently asked questions
Explore common questions about deleting deals in Zendesk. Learn the steps, implications, and best practices for managing your deals effectively.
Frequently asked questions
How do I delete a single deal in Zendesk Sell?
Deleting a single deal in Zendesk Sell is straightforward. To delete a deal, navigate to the Deals page and click on the specific deal you wish to remove. Once there, click the Edit button next to the name of the lead or contact. At the bottom of…
Can I delete multiple deals at once in Zendesk Sell?
Yes, you can delete multiple deals at once in Zendesk Sell using the Table view. To do this, go to the Deals page and select the Table view if it's not already active. Then, check the boxes next to the deals you want to delete. Once you've selected…
Does deleting a deal in Zendesk Sell also delete associated contacts?
No, deleting a deal in Zendesk Sell does not delete the contacts associated with it. If you need to remove contacts, you must delete them separately. This ensures that your contact data remains intact even if you decide to clean up your…
What should I do if I want to clean up my Zendesk Sell account?
If you're looking to clean up your Zendesk Sell account, consider deleting deals that are no longer needed. This can help streamline your data and make your account more manageable. Remember, deleting deals won't affect your contacts, so you can…
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