Adding a lead, contact, or deal using the Global Add button

Use Zendesk Sell's Global Add button to add a new lead, contact, or deal from anywhere in Sell.

To add an object using the Global Add button

1. Click the Add button from the top tool bar.

   

2. Click the type of object that you'd like to create.
3. Fill out details about the lead, contact, or deal.

   If this person or company already exists in Sell, you'll see an alert with a prompt on the right side. You can either choose to use that existing contact and edit them or continue to create the new record.

4. Click Save or save and view.

   Your new lead, contact, or deal is created.
   
   

Check out other ways to add leads from different sources.