Checking Lead Existence in Zendesk Sell
How do I check if a lead exists in Zendesk Sell?
To verify if a lead exists in Zendesk Sell, use the global search bar.
This search feature allows you to quickly find leads, contacts, or deals within your account. If the lead appears in the search results, it confirms its existence in your account. If you still can't see it in your smart list, it might be due to applied filters or permissions settings.
More related questions
Why can't I find my leads in Zendesk Sell?
If you're having trouble finding your leads in Zendesk Sell, it might be due to filters or permissions. First, use the global search bar to ensure the lead exists in your account and that you have the necessary permissions to view it. If the lead…
What should I do if my leads are hidden in Zendesk Sell?
If your leads are hidden in Zendesk Sell, it could be due to the filters applied in your smart list. To resolve this, clear all filters to ensure all leads are visible. Leads marked as 'Unqualified' are hidden by default to help you focus on more…
Why are unqualified leads hidden in Zendesk Sell?
In Zendesk Sell, unqualified leads are hidden by default to help you focus on leads with more potential. This feature is designed to streamline your workflow by keeping your attention on leads that are more likely to convert. If you need to view…
How can I adjust lead visibility in Zendesk Sell?
Adjusting lead visibility in Zendesk Sell involves managing your smart list filters and lead statuses. To ensure all leads are visible, clear any filters that might be hiding them. Additionally, leads marked as 'Unqualified' are hidden by default,…
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