Convert Lead to Contact: Source Field - Frequently asked questions
Discover what happens to the source field when converting a lead into a contact. Explore multiple FAQs addressing common concerns and processes involved in this transition.
Frequently asked questions
What happens to the source field when converting a lead to a contact in Zendesk?
When you convert a lead into a contact in Zendesk, the source field does not carry over. This means that you won't be able to view all contacts added by a specific user by default. To work around this, you can create a custom field for leads to…
Can I track the source of contacts after converting leads in Zendesk?
By default, you cannot track the source of contacts after converting leads in Zendesk because the source field is not transferred. However, you can create a custom field for leads to store the source information. This custom field can be…
Is there a way to view contacts added by a specific user in Zendesk?
There is no default functionality in Zendesk to view contacts added by a specific user after converting leads. To achieve this, you can create a custom field for leads to store the source field value. This custom field can then be transferred to…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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