Preventing Duplicate Contacts in Zendesk Sell
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 creating duplicates. This feature ensures that your contact list remains clean and organized, saving you time and effort in managing your contacts.
More related questions
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…
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…
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…
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.
