Adding a Primary Contact to Company Records in Zendesk Sell
Is it possible to add a primary contact to a company record in Zendesk Sell?
Currently, Zendesk Sell does not have a dedicated field for adding a primary contact to a company record. However, this feature could be beneficial for users who need to identify a main point of contact within a company.
A suggested solution is to add a 'primary contact' field in the lightbox popup when editing a company's info. This field could pull from existing contacts within the database, providing a clear indication of the primary contact without altering the employee block. This feature would be particularly useful for companies with complex structures, such as parent companies with multiple child companies.
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How can I associate a person contact with a company in Zendesk Sell?
In Zendesk Sell, you can easily associate a person contact with a company contact to manage all related activities efficiently. By doing this, you classify the person as an employee of that company, allowing you to view and manage all related…
Can data like tags or websites flow between companies and employees in Zendesk Sell?
Currently, in Zendesk Sell, data such as tags or website information does not automatically flow between companies and employees. This is because such data is considered personal for each employee. The data that can be linked between a company and…
How does Zendesk Sell handle companies with multiple addresses?
Zendesk Sell allows you to include only a single address in the website field of a company contact card. If you need to manage multiple addresses, you can create a custom contact field for additional addresses. While these custom fields won't…
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