Best Practices for Importing Leads in Zendesk Sell
Discover the best practices for importing leads and contacts into Zendesk Sell to manage duplicates effectively.
What is the best practice for importing leads and contacts into Zendesk Sell?
The best practice for importing leads and contacts into Zendesk Sell is to organize your CSV files into 'new records' and 'updating existing records'.
This method ensures that Zendesk Sell can effectively manage duplicates by knowing when to expect new entries and when to update existing ones. Properly configuring your duplicate management settings will further help in catching duplicates based on criteria like email addresses.
More related questions
How can I prevent duplicate contacts when importing leads into Zendesk Sell?
To prevent duplicate contacts when importing leads into Zendesk Sell, it's important to keep your CSV files organized. Separate your imports into 'new records' and 'updating existing records'. This approach helps Zendesk Sell identify when to merge…
Can Zendesk Sell automatically merge duplicate leads with existing contacts?
Zendesk Sell can help manage duplicates by merging leads with existing contacts if they share the same email address, but it requires proper setup. To enable this, organize your CSV imports into 'new records' and 'updating existing records', and…
How do I configure duplicate management settings in Zendesk Sell?
Configuring duplicate management settings in Zendesk Sell is crucial for managing duplicates effectively. You can set it to catch duplicates based on various criteria, such as matching email addresses. When importing your list, ensure you select…
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