Understanding Leads, Contacts & Deals in Sell - Frequently asked questions
Frequently asked questions
What is a lead in Zendesk Sell?
A lead in Zendesk Sell is a person or company that hasn't previously worked with your organization. It's the initial stage in the sales process where you store relevant information about potential clients to assess business potential. Typically, a…
How do you convert a lead to a contact in Zendesk Sell?
Converting a lead to a contact in Zendesk Sell is a one-way process that helps manage your sales pipeline effectively. Once your team has qualified a lead, indicating they are a good fit for your business, you can convert it to a contact. This…
What defines a contact in Zendesk Sell?
In Zendesk Sell, a contact is a person or company that has been qualified or has done business with you in the past. A lead becomes a contact when they show potential interest in becoming a customer and are deemed a good fit for your business. This…
How are deals managed in Zendesk Sell?
Deals in Zendesk Sell represent sales opportunities that are managed through your sales pipeline. The pipeline consists of key milestones that each opportunity typically passes through, helping your sales team stay organized and track progress. As…
Can you customize deal stages in Zendesk Sell?
Yes, you can customize deal stages in Zendesk Sell to align with your business and sales process. This flexibility allows you to add, rename, or remove stages to better reflect the unique steps your sales opportunities go through. Customizing your…
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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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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?”
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.”
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