Removing Email Messages from Deal Cards in Zendesk Sell
How can I remove an email message from a Deal card in Zendesk Sell?
Removing an email message from a Deal card in Zendesk Sell is straightforward.
Navigate to the deal card and click on the Activity feed tab. Open the email message you wish to remove, then click the More icon (three dots) to the right of the message. Select 'Remove from deal' to delete the email from the deal card. Note that the email will still remain on the lead or contact cards. Be cautious, as there is no confirmation prompt before the removal. Also, be aware that if you disassociate an email from a deal, the next reply in that email chain will re-associate it back to the deal.
More related questions
How do I add an email message to a Deal card in Zendesk Sell?
To add an email message to a Deal card in Zendesk Sell, you can do it directly from the Communication Center. First, click on either the Inbox or Sent tab in the Communication Center. Locate the email message you want to add, and use the…
What is the process to remove an email from a deal in the Communication Center?
You can remove an email message from a deal directly in the Communication Center. Start by clicking on either the Inbox or Sent tab in the Communication Center. Locate the email message you want to remove, using the 'Associated to Deal' filter if…
How do I remove or archive an email message from a Lead or Contact card?
To remove or archive an email message from a Lead or Contact card in Zendesk Sell, follow these steps. On the Lead or Contact page, select the email you want to remove. Click the More icon (three dots) and choose 'Remove from Sell'. If you prefer…
Why do emails re-associate with deals after being removed?
Emails may re-associate with deals after being removed due to a known issue in Zendesk Sell. When you disassociate an email from a deal, the next reply in that email chain will automatically re-associate the message back to the deal you just…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
