Edit Lead & Contact Profiles - Frequently asked questions
Discover how to edit lead and contact profile information in Zendesk. This page answers common questions about managing and updating profiles efficiently.
Frequently asked questions
How do I edit a lead or contact's profile information in Zendesk?
Editing a lead or contact's profile in Zendesk is straightforward. To start, navigate to the Leads or Contacts page and select the specific lead or contact you wish to edit. Once selected, click the Edit button next to their name. You can then…
Can I delete a lead or contact while editing their profile in Zendesk?
Yes, you can delete a lead or contact while in edit mode in Zendesk. When you're editing a lead or contact's profile, you'll see an option to delete them. Simply click 'Delete this lead' or 'Delete this contact' to remove them. If you need to…
What information can I update in a lead or contact's profile in Zendesk?
You can update various pieces of information in a lead or contact's profile in Zendesk. This includes details such as phone numbers, email addresses, and other relevant contact information. By accessing the edit mode, you can ensure that all…
How do I access the edit mode for a lead or contact in Zendesk?
Accessing the edit mode for a lead or contact in Zendesk is simple. First, go to the Leads or Contacts page and select the lead or contact you want to edit. Once you've selected them, click the Edit button that appears next to their name. This…
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Zeffy
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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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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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Customer.io($50M+ ARR)
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