Handling Lead Notes in Zendesk Sell Conversion
What happens to lead notes during conversion in Zendesk Sell?
Lead notes are transferred to the corresponding contact during conversion in Zendesk Sell.
If you convert a lead person to a company person, the notes from the lead person are transferred to the company person. Similarly, if you convert a lead company to a contact company, the notes from the lead company are transferred to the contact company. This ensures that all relevant information and history are preserved during the conversion process.
More related questions
How do I convert a lead to a contact in Zendesk Sell?
Converting a lead to a contact in Zendesk Sell is a straightforward process. To convert a lead, navigate to the Leads icon on the Sell sidebar and select the lead you wish to convert. Click on 'Convert' and update any necessary profile information….
Can I convert multiple leads to contacts at once in Zendesk Sell?
Yes, you can convert multiple leads to contacts simultaneously in Zendesk Sell. To do this, go to the Leads page and use either the Index or Table views. Select the checkboxes next to the leads you want to convert. You can make modifications to the…
What happens to lead tags when converting to contacts in Zendesk Sell?
When you convert a lead to a contact in Zendesk Sell, the lead's tags are transferred to the new contact card. If you choose to create a deal during the conversion, the tags are also added to the new deal card and the Tags tab in the Prospects and…
Are custom fields transferred when converting leads to contacts in Zendesk Sell?
Yes, custom fields can be transferred when converting leads to contacts in Zendesk Sell, if allowed. You can define whether custom fields are transferred during the setup of the custom field. This feature ensures that any additional information…
Can I revert a contact back to a lead in Zendesk Sell?
Unfortunately, once a lead is converted to a contact in Zendesk Sell, it cannot be reverted back to a lead. If you accidentally convert a lead to a contact, you will need to manually recreate the lead and delete any irrelevant data from your…
Why is the lead source not transferred during conversion in Zendesk Sell?
The lead source field is not automatically transferred when converting a lead to a contact in Zendesk Sell. To retain this information, you can store it in another field or create a deal during the conversion process, which will transfer the source…
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