Customizing Contact Fields in Zendesk Sell
How can I customize contact fields in Zendesk Sell?
You can customize contact fields in Zendesk Sell by adding custom fields to capture more detailed information about your contacts. This allows you to tailor the contact information to better suit your business needs. To do this, navigate to the Contacts settings page by clicking the Settings icon, then selecting Customize > Contacts. Here, you can add new fields or edit existing ones, such as the Industry field, to include choices that align with your business requirements. For more details, check out the originalZendesk help article.
More related questions
What are tags in Zendesk Sell and how do I use them?
Tags in Zendesk Sell are used to categorize and filter your contacts, making it easier to manage and organize your contact list. You can add tags to contacts by accessing the Contacts settings page through the Settings icon and selecting Customize…
How do smart links work in Zendesk Sell?
Smart links in Zendesk Sell allow you to quickly access other applications or web pages directly from your Zendesk Sell account with just a single click. This feature is designed to streamline your workflow by providing easy access to external…
What are smart list templates in Zendesk Sell?
Smart list templates in Zendesk Sell are pre-defined templates that all your Sell users can utilize to build smart lists for contacts. These templates help standardize the way lists are created and ensure consistency across your team. To create…
Can all users add tags to contacts in Zendesk Sell?
Yes, all users can add tags to contacts in Zendesk Sell, provided that a Sell user with admin rights has allowed it. This feature enables collaborative contact management by allowing multiple users to categorize and filter contacts using tags. To…
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