How to Add Leads, Contacts & Deals - Frequently asked questions
Frequently asked 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…
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…
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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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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