Enriching Leads or Contacts in Zendesk Sell
How do I enrich an existing lead or contact in Zendesk Sell?
To enrich an existing lead or contact in Zendesk Sell, start by selecting the lead or contact you want to enrich. Click on 'Edit' in the sidebar under Leads or Contacts. The Sales Engagement Tools (Reach) will search for a match and suggest information on the right side of the Edit screen.
You can then click 'Enrich' to use an enrichment credit if you have the necessary information, like an email address for a person or a company name and website for a company. Remember, you are charged a credit whether you save the information or not.
More related questions
What are Sales Engagement Tools (Reach) in Zendesk Sell?
Sales Engagement Tools (Reach) in Zendesk Sell help you enrich your existing leads and contacts by building a full contact profile or updating outdated information. You can use either prospecting credits or enrichment credits, depending on the…
What is the difference between enrichment credits and prospecting credits?
Enrichment credits and prospecting credits serve different purposes in Zendesk Sell. Enrichment credits are used when you already have some information about a lead or contact, such as an email address for a person or a company name and website for…
How can I bulk enrich leads or contacts in Zendesk Sell?
Bulk enriching leads or contacts in Zendesk Sell is a great way to update multiple entries at once. You can select up to 1,000 people or companies to enrich at a time. Start by clicking on Leads or Contacts in the sidebar, then choose a lead or…
What information is needed to use an enrichment credit in Zendesk Sell?
To use an enrichment credit in Zendesk Sell, you need specific information depending on whether you're enriching a person or a company. For a person, you must have their email address. For a company, you need the company name and website. This…
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