A lead is a person, company, or business opportunity that hasn't yet been qualified to be included in your sales pipeline. They are opportunities that have yet to be qualified as something with more potential to turn into real business. When they are, you convert leads into contacts and into deals.
Leads, along with contacts and deals, are one of the primary elements in your Zendesk Sell account and therefore adding leads is a task that you will perform often. Adding a lead means creating a new profile for a person or company.
To add a lead
- From the Sell toolbar, select Add > Lead.
- Or, use the keyboard shortcut C then L (see Viewing and disabling keyboard shortcuts in Sell).
- Enter as much profile information as you have for the person or company. The required fields are First Name, Last Name, and Company Name.
Note: When you begin entering the name of the person or company, Sell checks to see if the person has already been added as a lead or contact. If so, the lead or contact information is displayed in the right panel, which prevents you from adding duplicates.
- When you’ve finished entering the information, click either the Save & view lead or Save button.
If you choose to save and view the lead, you’ll see the lead’s new contact card, which is now listed with all your other leads in the Leads page.
In addition to entering your new leads manually, you can import them into Sell from other sources (see Importing and exporting in Sell).
For information about editing your leads, see Editing lead and contact profile information.
As with contacts and deals, you have options for viewing and sorting your leads, and you can add custom fields and tags. See the following: