Creating Leads in Zendesk Sell from Support Tickets
How can I create a lead in Zendesk Sell from a Support ticket?
Creating a lead in Zendesk Sell from a Support ticket is straightforward. If no lead or contact is found in Sell, you can click 'Create lead' in the Zendesk Sell app within Support.
You have the option to add a note before creating the lead. The requester's contact information, such as email and phone number, is automatically added to the lead in Sell. The lead's status, owner, and source are set based on your integration settings. This process ensures that potential sales opportunities are not missed and are efficiently passed on to the sales team.
More related questions
How can I view customer information using the Zendesk Sell app in Support?
The Zendesk Sell app in Support allows you to view detailed customer information directly from a Support ticket. This integration provides support agents with valuable context about the requester, such as their last point of contact, social media…
How do I notify the sales team about current leads and contacts in Zendesk Sell?
You can easily notify your sales team about current leads and contacts using the Zendesk Sell app in Support. Simply click 'Send note to sales' within the app to add a note to the lead or contact in Sell. This action sends a notification to the…
What should I do if I encounter issues setting up the Zendesk Sell app in Support?
If you face issues with the Zendesk Sell app in Support, such as not seeing lead or contact data, it might be due to configuration settings. Ensure that a Zendesk Sell administrator has granted the necessary access to agents. The administrator…
Can I customize the data fields displayed by the Zendesk Sell app in Support?
Yes, you can customize the data fields displayed by the Zendesk Sell app in Support. This customization allows you to choose which information is most relevant for your support agents to see. You can configure both the type of information and the…
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