If you're unable to delete a contact in Zendesk Sell, it might be because the contact is associated with a deal. Zendesk Sell does not allow the deletion of contacts that have any associated deals. To proceed with deleting such a contact, you must first delete any deals linked to them.
This restriction ensures that important deal information is not lost inadvertently. Once the associated deals are removed, you can follow the standard process to delete the contact.
To delete a lead or contact in Zendesk Sell, you need to follow a few simple steps. First, navigate to the Sell sidebar and click on either the Leads or Contacts icon. Then, select the lead or contact you wish to delete. Click on 'Edit' next to…
Yes, you can delete multiple leads or contacts at once in Zendesk Sell using the bulk delete feature. To do this, go to the Sell sidebar and click on either the Leads or Contacts icon. Use the Index or Table views to select the checkboxes next to…
Currently, Zendesk Sell does not offer a direct feature to mark a contact as inactive. Users have expressed interest in such a feature, especially for situations where a contact is no longer with a company but their communication history needs to…