Generate a document and add a note in Zendesk Sell when a deal enters a new stage
Generate a document and add a note in Zendesk Sell when a deal enters a new stage
Capture key deal details as your deal progresses in Zendesk Sell. Find and create a Google Doc from a template, then add a note in Zendesk Sell to ensure all relevant information is documented for future reference.
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Overview
Capture key deal details as your deal progresses in Zendesk Sell. Find and create a Google Doc from a template, then add a note in Zendesk Sell to ensure all relevant information is documented for future reference.