Editing the details of a deal in Zendesk Sell is straightforward. Simply go to the Deals page, click on the deal you wish to edit, and then click the Edit button next to the deal's name. You can update various details such as the value, win likelihood, and estimated close date. Once you've made your changes, don't forget to click Save to ensure your updates are applied.
If you need to delete a deal, you can do so in edit mode by selecting Delete this deal. For more information on managing deals, you can visit theoriginal Zendesk help article.
Unfortunately, you cannot clear the deal closing estimate date once it has been entered in Zendesk Sell. The system requires a closing date to maintain consistent reporting and provide reliable future insights based on historical data. If you…
To change the owner of a deal in Zendesk Sell, you need the appropriate access permissions. Once you have these permissions, you can change the owner by going to the Leads or Contacts page, selecting the lead or contact you want to edit, and…
Yes, you can delete multiple deals at once in Zendesk Sell using the bulk delete feature. This can be a time-saver if you need to remove several deals simultaneously. To perform a bulk delete, you would typically select the deals you wish to remove…