Find the Global Add Button in Zendesk Sell
Where is the global Add button located in Zendesk Sell?
The global Add button in Zendesk Sell is conveniently located in the top left corner of any page within the platform. This makes it easy to access and allows you to add new leads, contacts, or deals from anywhere in Sell without navigating away from your current page.
More related questions
How do I add a new lead, contact, or deal in Zendesk Sell?
You can easily add a new lead, contact, or deal in Zendesk Sell using the global Add button. Simply click 'Add' in the top left corner of any page in Sell, select the type of object you want to create, and fill in the necessary details. If the…
What happens if I try to add a duplicate contact in Zendesk Sell?
When you try to add a contact that already exists in Zendesk Sell, you'll receive an alert with a prompt on the right side. This prompt allows you to either use the existing contact and edit their details or proceed to create a new record. This…
Can I edit an existing contact when adding a new one in Zendesk Sell?
Yes, when adding a new contact in Zendesk Sell, if the contact already exists, you have the option to edit the existing contact. An alert will prompt you to either use and edit the existing contact or continue creating a new record. This feature…
What should I do if I want to add leads from different sources in Zendesk Sell?
If you're looking to add leads from different sources in Zendesk Sell, there are various methods available beyond using the global Add button. While the help doc specifically covers the Add button, exploring other resources or guides within Zendesk…
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