You can manage custom fields in Zendesk Sell by adding them to track additional information not covered by standard fields. These custom fields are found under 'Additional Fields' on leads, contacts, and deals cards, and you can reorder them in your settings.
To make your workflow more efficient, consider displaying only mandatory fields by using the 'Only show required fields' option on the Edit page. For more guidance, refer to the article on creating and managing custom fields in Sell.
No, you cannot remove standard fields from Zendesk Sell. While you can't delete or reorder these fields, you can add custom fields to track additional information. These custom fields appear under 'Additional Fields' on all leads, contacts, and…
You cannot reorder standard fields on the Edit page in Zendesk Sell, but you can reorder custom fields. Custom fields are listed under 'Additional Fields' on leads, contacts, and deals cards, and you can adjust their order in your settings. To…
To simplify the Edit page in Zendesk Sell, you can choose to display only mandatory fields. This is done by selecting the 'Only show required fields' checkbox on the Edit page of any lead, contact, or deal card. While you can't remove or reorder…