Merging Leads and Contacts in Zendesk Sell
Can I merge leads and contacts using Zendesk Sell smart lists?
Yes, you can merge leads and contacts using Zendesk Sell smart lists. This action is specific to leads and contacts and allows you to combine multiple records into a single one, helping you maintain a clean and organized database.
To merge, select the items you want to combine and use the Merge action available in the toolbar. This feature is particularly useful for eliminating duplicates and ensuring that your sales data is accurate and up-to-date.
More related questions
How can I use smart lists to update multiple items in Zendesk Sell?
Smart lists in Zendesk Sell allow you to select multiple items for quick updates. You can use smart lists on the Leads, Contacts, and Deals pages to select multiple items and perform bulk actions, such as reassigning the owner of several deals at…
What actions can I perform on selected items in Zendesk Sell smart lists?
Zendesk Sell smart lists offer a variety of actions for selected items. You can perform several actions on leads, contacts, and deals, such as adding them to a call list, sending emails, tagging, reassigning owners, and deleting items. These…
How do I select multiple items in Zendesk Sell smart lists?
Selecting multiple items in Zendesk Sell smart lists is straightforward. You can use the select checkbox next to each item in the list to choose multiple items. If you want to select all items in the list, simply click the Select All checkbox on…
What is the 'Move to Stage' action in Zendesk Sell smart lists?
The 'Move to Stage' action in Zendesk Sell smart lists allows you to quickly move selected deals to a different stage in your sales pipeline. This is particularly useful for managing your sales process and ensuring that deals are progressing as…
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.
