Import deals in Zendesk sell that are linked to multiple companies

2 Comments

  • Serene Gao

    Hi JM,

    Thanks for reaching out. I'm afraid that we currently do not have the option to import multiple (company or person) Contacts associated with one Deal. You would need to import the Deals with one Contact only and add additional Contacts on the individual Deal card. 

    I'm happy to submit a feature request to our product team on your behalf and advocate for any projects planned around this!

    Meanwhile, a workaround that might be helpful: you may set up custom fields for "prime contractor, architect, engineering", etc. and import them as additional columns in the CSV file. The caveat is that you won't be able to link the Deals to an actual company Contact with these custom fields.

    If you have any additional questions, please feel free to follow up or reach us at support@zendesk.com

    Cheers,

    0
  • Regi

    Is there an update on this matter?

    0

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