Editing deal details

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4 Comments

  • Nilton Nakate

    Hey,

    is there any way to clear the date in the "deal closing estimate" field? When I try to clear the field and save, the date goes back to its previous value.

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  • Kaja

    Hi Nilton, thanks for your question. Unfortunately, it is not possible to save the date as blank once it has been entered. The deal cannot have an empty closing date. It's crucial to keep Sell reporting consistent and give better, reliable future insights based on historical data.

    Warm Regards

    Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center

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  • Thomas Costanzo

    how do I change the deal ownership if the deal has not closed? there doesnt seem to be a way to do this.

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  • Christine
    Zendesk Engineering
    Hi Thomas,

    Sell users with the proper access permissions (see Editing user permissions in Sell) can change the owner of a lead or contact. This can be done one at a time or in bulk.
     
    To change the owner of a lead or contact:
    1. From the Leads or Contacts page, click the lead or contact you want to edit.
    2. Click the Edit button that appears next to the name of the lead or contact.
    3. Click Owner and then select a user.
    4. Click Save.
     

    You may also check out Changing the owner of a lead or contact for more detailed information.

    Hope this helps!

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