Lead Source Transfer in Zendesk Sell
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 field to the deal. This workaround ensures that you do not lose valuable data about where your leads originated, which is crucial for sales and marketing analysis.
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…
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…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
