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How to Manage Related Items in Sell - Frequently asked questions

Discover answers to common questions about adding and removing related items in Zendesk Sell. Learn how to efficiently manage your related items.

Frequently asked 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 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…

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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