Simplifying the Edit Page in Zendesk Sell
How can I simplify the Edit page in Zendesk Sell?
To simplify the Edit page in Zendesk Sell, you can choose to display only mandatory fields. This is done by selecting the 'Only show required fields' checkbox on the Edit page of any lead, contact, or deal card.
While you can't remove or reorder standard fields, focusing on required fields can help streamline your workflow and reduce unnecessary clutter. For more tips, see the article on creating and managing custom fields in Sell.
More related questions
Can I remove standard fields from Zendesk Sell?
No, you cannot remove standard fields from Zendesk Sell. While you can't delete or reorder these fields, you can add custom fields to track additional information. These custom fields appear under 'Additional Fields' on all leads, contacts, and…
How can I manage custom fields in Zendesk Sell?
You can manage custom fields in Zendesk Sell by adding them to track additional information not covered by standard fields. These custom fields are found under 'Additional Fields' on leads, contacts, and deals cards, and you can reorder them in…
Can I reorder fields on the Edit page in Zendesk Sell?
You cannot reorder standard fields on the Edit page in Zendesk Sell, but you can reorder custom fields. Custom fields are listed under 'Additional Fields' on leads, contacts, and deals cards, and you can adjust their order in your settings. To…
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