Leads, contacts, and deals

Can a lead or contact have multiple email addresses on their contact card?

Question Can a lead or contact have two or more email addresses on their contact card? Answer Yes, this is achieved b...

Can I automatically convert Sell leads to contacts?

Question Is there a way to automate the conversion of a lead to a contact? For example, if a lead initiates a ...

Can I remove the Customer status and Prospect status fields from the contacts card?

Question Can I remove the Customer status and Prospect status fields from the contacts card? Answer Both fields are d...

When I convert a lead into a contact, what happens to the source field?

Question When I convert a lead to a contact, where does the source field go? Does this mean I can't view all contacts...

Can I update the Customer Status and Prospect Status of my Sell contacts?

Question Can I set the Customer Status and Prospect Status through a CSV import into Sell? When I imported a CSV file...

I don't have the option to delete my deals in Sell

Issue symptoms I don't see the delete option when I try to delete one of my deals. Resolution steps If you do not hav...

Can I recover leads, contacts, or deals that I deleted?

Question If I accidentally delete leads, contacts, or deals in my account, can I recover these deleted records and re...

Can I stop emails from appearing on all of my contact's deal cards?

Question If I have a contact on multiple deals, is there a way to stop emails from appearing on all of their deal car...

Can I create a lead from my email inbox without having to go into Zendesk?

Question Can I create a lead from my email inbox without having to go into Zendesk? Answer It is not possible to auto...

Can I display leads on a map on my computer?

Question Can I display leads on a map on my computer? Answer All the geolocation features offered in Zendesk Sell are...

Can I export a list of email addresses from the Contacts or Leads page in Sell?

Question How do I export a list of the email addresses associated with my contacts or leads in Zendesk Sell? Answer I...

Does the Industry field copy from a contact to a deal?

Question I would like my contact's industry to copy to the deal level. Does this happen automatically? Answer The Ind...

Can I notify my team when a new lead is created?

Question I would like to have an email automation system for when a lead is created in Zendesk Sell. How can I set up...

Can I perform a bulk opt-out action from my Leads page?

Question I have several leads that have requested to opt-out of email communication. Is there a way to opt-out all of...

When creating a lead, can I make the first or last name mandatory?

Question When creating a lead, can I set the First name or Last name as a required field? Answer The user's last name...

Can I automatically convert any leads that may have the same email as an imported contact?

Question If I import someone directly into Sell as a contact, is there a way to automatically convert any leads that ...

I can't see new deals and contains in the sales pipelines

Issue symptoms My sales rep has put new deals and contacts in their sales pipeline but I cannot see them. Resolution ...

Can my sales reps chat with potential leads?

Question How can my leads and end users chat with my team? Do I need another Zendesk product to allow my sales reps i...

Can I search by phone number in Sell?

Question I remember someone calling my salesperson, but I cannot find the lead or contact with the phone number? How ...

How do I sync my Support users to my Sell contacts?

Question How do I export my users from Zendesk Support and then import them as contacts into Zendesk Sell? Answer Fro...

How do I create a lead from Support?

Question How do I create a Zendesk Sell lead from within Zendesk Support? Answer With the Zendesk Sell app in Support...

When are emails visible on a deal?

Question How do I know when an email will appear on a deal? Should my emails with an associated contact appear on a d...

Companies are not being linked to new Sell contacts with bulk import

Issue symptoms When I import contacts in Sell, the companies I added to the file are not linked to existing entries. ...

Webhooks are not available for Zendesk Sell

Issue symptoms I'd like to create a webhook to notify users when a deal, contact, and company data in Sell is updated...

How can I format notes when importing leads or contacts into Sell using a CSV file?

Question How can I format notes when importing leads or contacts into Sell using a CSV file? Answer When you import l...

Sell error: "null contacts were found" when importing CSV

Question Why do I see the error message null contacts were found when I import data through CSV? Answer In most cases...

Leads, contacts, and deals

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