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…
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…
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,…
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…