Assigning Leads or Contacts to a Company in Zendesk Sell
How do I assign a lead or contact to a company in Zendesk Sell?
Assigning a lead or contact to a company in Zendesk Sell is straightforward. You can do this by editing the lead or contact's profile information.
To assign a lead or person contact to a company, navigate to the Leads or Contacts page and select the lead or contact you wish to edit. Click the Edit button next to their name, then click the company field. You can either select an existing company from your Sell account or create a new one. Once done, click Save. For more details, check out theoriginal documentation.
More related questions
Can I assign a contact to multiple companies in Zendesk Sell?
Currently, Zendesk Sell does not support assigning a contact to multiple companies. Each person contact can only be associated with one company. While you can have multiple person contacts linked to a single company, the reverse isn't possible. If…
How can I add a company to an existing contact in Zendesk Sell?
You can easily add a company to an existing contact in Zendesk Sell by editing the contact's profile. To do this, go to the Contacts page, select the contact you want to update, and click the Edit button next to their name. In the company field,…
Is there a way to automatically associate contacts with companies in Zendesk Sell?
Currently, Zendesk Sell does not offer an automated way to associate contacts with companies based on their email addresses. While some integrations, like Google Contacts, may inherit company names, this feature is not available for all contacts….
How do I use the Employees panel to assign contacts to a company in Zendesk Sell?
The Employees panel in Zendesk Sell allows you to assign person contacts to a company easily. To use this feature, click the '+' in the Employees panel on the company's card. Search for the person you want to add by their name and select them to…
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