How to Add a New Contact in Zendesk Sell
How do I add a new contact in Zendesk Sell?
Adding a new contact in Zendesk Sell is a straightforward process. From the Sell toolbar, you can select 'Add' and then choose either 'Contact: Person' or 'Contact: Company'. Alternatively, you can use keyboard shortcuts: 'C then P' for a person or 'C then B' for a company.
When adding a contact, you'll need to enter as much information as possible, but the only required fields are 'Last Name' for a person and 'Company Name' for a company. Zendesk Sell will check for duplicates as you enter the name. Once you've entered the information, click 'Save & view contact' or 'Save' to complete the process. For more details, visit theoriginal link.
More related questions
What information is required to add a contact in Zendesk Sell?
When adding a contact in Zendesk Sell, only minimal information is required. For a person, you need to provide their 'Last Name', and for a company, the 'Company Name' is necessary. While these are the only mandatory fields, it's beneficial to…
Can I import contacts into Zendesk Sell?
Yes, you can import contacts into Zendesk Sell from other sources. This feature allows you to efficiently add multiple contacts without entering them manually. Importing is a great way to streamline your workflow, especially if you have a large…
How does Zendesk Sell prevent duplicate contacts?
Zendesk Sell helps prevent duplicate contacts by checking for existing entries as you type the name of the person or company. If a match is found, the existing lead or contact information is displayed in the right panel, allowing you to avoid…
What are the options for viewing and sorting contacts in Zendesk Sell?
Zendesk Sell offers various options for viewing and sorting your contacts. You can customize how your data is displayed, making it easier to manage and access the information you need. Additionally, you can add custom fields and tags to further…
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