Marking Deals as Won with Harvest in Zendesk Sell
Find out what happens when you mark a deal as won in Zendesk Sell using the Harvest app.
What happens when I mark a deal as won in Zendesk Sell with Harvest?
When you mark a deal as won in Zendesk Sell with the Harvest app installed, you are prompted to create a new project in Harvest. This new project is then added to your Harvest account, where you can begin tracking time for the deal. This seamless integration helps you manage your time tracking efficiently from the moment a deal is won.
More related questions
How do I install the Harvest app in Zendesk Sell?
To install the Harvest app in Zendesk Sell, you need admin rights and a pre-existing Harvest account. Start by clicking the Settings icon, then select Integrations > Apps. Next, click on Marketplace and locate the Harvest app. You can find it…
What do I need to set up the Harvest app in Zendesk Sell?
To set up the Harvest app in Zendesk Sell, you need admin rights and an existing Harvest account. Admin rights are necessary to access the settings and install the app, while a Harvest account is required to link and manage your time tracking…
How does the Harvest app help with time tracking in Zendesk Sell?
The Harvest app helps with time tracking in Zendesk Sell by allowing you to create new time tracking projects for deals you've won. When you mark a deal as won, Harvest prompts you to create a new project. Once saved, this project is added to your…
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