How to Manage Tasks for Leads & Deals - Frequently asked questions
Frequently asked questions
How do I add a task in Zendesk Sell?
Adding a task in Zendesk Sell is straightforward. You can create tasks from the Tasks page or directly from a lead, contact, or deal card. To add a task from the Tasks page, click on 'Tasks' in the Sell sidebar, then click 'Add Task'. Enter the…
Can I update tasks in Zendesk Sell?
Yes, you can update tasks in Zendesk Sell from either the Tasks page or a lead, contact, or deal card. To update a task, simply hover over the task on the Tasks page and click 'Edit Task'. Make the necessary changes, such as adjusting the due date…
How do I delete a task in Zendesk Sell?
Deleting a task in Zendesk Sell is simple and can be done from the Tasks page or a lead, contact, or deal card. To delete a task, hover over the task on the Tasks page and click the Trashcan icon. Confirm the deletion by clicking 'Delete task'….
How can I mark tasks as completed in Zendesk Sell?
Marking tasks as completed in Zendesk Sell helps you keep track of your progress. To mark a task as completed, go to the Tasks page or a lead, contact, or deal card, and select the checkbox of the task. You can also hover over the task and click…
What are floating tasks in Zendesk Sell?
Floating tasks in Zendesk Sell are tasks not associated with any lead, contact, or deal. These tasks can be created and assigned to yourself or your subordinates. To create a floating task, click 'Tasks' in the Sell sidebar, then 'Add Task'. Enter…
How do I filter my task list in Zendesk Sell?
Filtering your task list in Zendesk Sell helps you organize and prioritize your tasks. To apply filters, click 'Filter' on the Tasks page and select your criteria from the dropdown menus. You can filter tasks by related object, due date, or task…
Can I automate task creation in Zendesk Sell?
Yes, task automation is available on the two highest Zendesk Sell plans. You can use Automated Actions to create tasks automatically. Additionally, third-party applications like Zapier can be used to set up triggers and actions for task…
How can I view the next task for a lead, contact, or deal in Zendesk Sell?
Viewing the next task for a lead, contact, or deal in Zendesk Sell is easy with the task player. On a lead, contact, or deal card, click 'Table View' and then '+ Field' to add 'Next Task'. This allows you to see upcoming tasks. You can also use…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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