Associating Person Contacts with Companies in Zendesk Sell
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 activities in one place.
When a person contact is linked to a company, any notes, tasks, appointments, emails, text messages, or calls associated with that person are also linked to the company. This creates a comprehensive overview of all activities across the company, visible on the company’s contact card. Additionally, any deals associated with the employee are displayed in the Deals panel on the company's card. For more detailed steps, you can refer to the section on assigning leads and contacts to a company in the Zendesk documentation.
More related questions
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…
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…
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