Why Industry Field Stays with Contact in Zendesk
Understand why the Industry field doesn't transfer to deals in Zendesk and how to manage it.
Why doesn't the Industry field transfer from a contact to a deal in Zendesk?
The Industry field doesn't transfer from a contact to a deal in Zendesk because it is designed to stay with the contact. This setup requires users to create a custom field if they want the Industry information at the deal level.
This separation ensures that contact-specific information remains with the contact, while deals can be customized with relevant fields as needed. By creating a custom field for Industry on the deal level, you can ensure that this information is available where you need it most. For more information on custom fields, refer to the article onCreating and managing custom fields in Sell.
More related questions
Does the Industry field automatically copy from a contact to a deal in Zendesk?
No, the Industry field does not automatically copy from a contact to a deal in Zendesk. If you want the Industry field to be present at the deal level, you will need to create a custom field for it. The Industry field is designed to stay with the…
How can I have the Industry field on the deal level in Zendesk?
To have the Industry field on the deal level in Zendesk, you need to create a custom field. This is because the Industry field does not automatically transfer from a contact to a deal. Creating a custom field allows you to manually add the Industry…
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