How to Add a New Lead in Zendesk Sell
How do I add a new lead in Zendesk Sell?
Adding a new lead in Zendesk Sell is a straightforward process. You can add a lead by clicking the Dashboard icon on the Sell sidebar, then selecting 'Lead' from the Add dropdown menu. Alternatively, you can use the keyboard shortcut Shift C + Shift L. Enter the necessary profile information, such as First Name, Last Name, or Company Name. Zendesk Sell will automatically check for duplicates to prevent adding the same lead twice. Once you've entered all the information, click 'Save & view lead' or 'Save' to complete the process.Learn more
More related questions
Can I import leads into Zendesk Sell instead of adding them manually?
Yes, you can import leads into Zendesk Sell if you prefer not to add them manually. This feature allows you to bring in leads from other sources, making it easier to manage large volumes of data. Importing leads can save you time and ensure that…
What information is required to add a lead in Zendesk Sell?
When adding a lead in Zendesk Sell, you need to provide certain required fields such as First Name, Last Name, or Company Name. These fields help in creating a complete profile for the lead. Additionally, you can specify an Owner for the lead,…
How does Zendesk Sell prevent duplicate leads?
Zendesk Sell automatically checks for duplicates when you enter the name of a person or company while adding a lead. If the lead or contact already exists, the information is displayed in the right panel, helping you avoid creating duplicate entries.
What happens after I save a new lead in Zendesk Sell?
After saving a new lead in Zendesk Sell, you can choose to view the lead's new contact card. This card will be listed with all your other leads on the Leads page, allowing you to easily manage and track your potential business opportunities.
Can I customize how my leads are displayed in Zendesk Sell?
Yes, you can customize how your leads are displayed in Zendesk Sell. This includes adding custom fields and tags, and choosing how you want to view and sort your leads. Customization helps you organize your data in a way that best suits your…
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