Marking a task as complete in the Zendesk Sell iOS app is quick and easy. Once you've finished a task, you can mark it as complete to keep your task list up-to-date.
To do this, simply select the checkbox next to the task you want to mark as complete. This helps you keep track of what you've accomplished and what still needs attention.
Adding a task in the Zendesk Sell iOS app is simple and straightforward. You can create tasks for action items, follow-ups, or reminders, and associate them with a specific lead, contact, or deal. To add a task, navigate to the Today tab and tap…
Yes, you can associate tasks with leads, contacts, or deals in the Zendesk Sell iOS app. This helps you keep track of your tasks in relation to specific records. When you create a task from the Today page, you can select which lead, contact, or…
You can easily view and track all your tasks from the Today page in the Zendesk Sell iOS app. This dashboard allows you to filter tasks by object association and due dates. To view all tasks, tap the Today tab and then click on Tasks. This will…
Tasks in the Zendesk Sell iOS app are designed to help you manage action items, follow-ups, and reminders efficiently. They can be associated with specific leads, contacts, or deals to prioritize your activities. You have the flexibility to create…