Required Information for Creating a Deal in Zendesk Sell
What information is required to create a deal in Zendesk Sell?
To create a deal in Zendesk Sell, you need to provide a Deal Name and a Primary Contact. While these are the only required fields, it's beneficial to include additional details like the deal's value, source, and stage. A best practice is to use the company and contact name, along with a distinctive component of the deal, such as a product or order number, to make it easily identifiable.
More related questions
How do I add a new deal in Zendesk Sell?
Adding a new deal in Zendesk Sell is straightforward. From the Sell toolbar, select Add > Deal, or use the keyboard shortcut C then D. Enter the deal information, ensuring you fill in the required fields: Deal Name and Primary Contact. It's a good…
Can I import deals into Zendesk Sell?
Yes, you can import deals into Zendesk Sell from other sources. This feature allows you to bring in deals without having to enter them manually, saving you time and effort. For more detailed instructions on importing and exporting deals, refer to…
How can I mark a deal as hot in Zendesk Sell?
To mark a deal as hot in Zendesk Sell, simply click the Mark as hot icon next to the deal's name on the deal card. This feature helps you prioritize and easily identify deals that require immediate attention or are of high importance.
Is it possible to add a deal directly to a contact in Zendesk Sell?
Yes, you can add a deal directly to an existing contact in Zendesk Sell. Use the Deals panel on the contact card to associate a new deal with that contact. This method streamlines the process by linking deals directly to the relevant contact…
What are some best practices for naming deals in Zendesk Sell?
When naming deals in Zendesk Sell, it's best to use the company and contact name along with a distinctive component of the deal, such as a product or order number. This approach helps in easily identifying and managing deals within your sales…
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