Bringing leads into Sell from different sources

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  • Benjamin Acevedo

    Say for example I have one lead source which is in insurance sales. So now I have uploaded leads for my insurance business. But I also have a Solar Business as well. How could I keep both source of leads separate? Do I need to purchase a second subscription with Sell? Is there a way to tag each lead source?

  • Marie Laurenza
    Zendesk Team Member

    Hi Benjamin,

    Apologies for the delay in responding. There is a Lead Source field in Sell that you can and should use for this purpose. Article describing how to do that here.




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