Moving a deal through different stages in your sales pipeline is simple with the Zendesk Sell Android app.
To move a deal, go to the Deals section and select the deal you want to progress. Click on the Info tab, then on your Current Stage to open the dropdown menu. Select the next stage from the menu to update the deal's status. This functionality helps you track the progress of your deals and manage your sales pipeline effectively.
Converting a lead into a deal is straightforward with the Zendesk Sell Android app. To convert a lead, first, navigate to the Leads section and open the specific lead you wish to convert. Then, click on 'Convert Lead' and toggle the 'Create a Deal…
Adding an existing contact to a deal is easy with the Zendesk Sell Android app. To do this, go to the Contacts section and select the contact you want to associate with a deal. Click on 'Deals', then the Add icon (+). Enter the deal's name, value,…
Creating a deal directly from the Today dashboard is a quick process in the Zendesk Sell Android app. Simply click on the Today tab, then click the Add icon (+) to start creating a new deal. This feature allows you to efficiently manage your sales…
Adding or removing contacts from a deal is a breeze with the Zendesk Sell Android app. To add a contact, navigate to the Deals page, click on Contacts, and then the Add icon (+). Use the Search field to find and select the contact you want to add….