Viewing Contacts by User in Zendesk: Lead Conversion
Learn how to view contacts added by a specific user in Zendesk after lead conversion using custom fields.
Is there a way to view contacts added by a specific user in Zendesk?
There is no default functionality in Zendesk to view contacts added by a specific user after converting leads.
To achieve this, you can create a custom field for leads to store the source field value. This custom field can then be transferred to the contact upon conversion, allowing you to track which user added the contact. For more details, refer to the original article.
More related questions
What happens to the source field when converting a lead to a contact in Zendesk?
When you convert a lead into a contact in Zendesk, the source field does not carry over. This means that you won't be able to view all contacts added by a specific user by default. To work around this, you can create a custom field for leads to…
Can I track the source of contacts after converting leads in Zendesk?
By default, you cannot track the source of contacts after converting leads in Zendesk because the source field is not transferred. However, you can create a custom field for leads to store the source information. This custom field can be configured…
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