Adding suggested people as a lead or contact

What's my plan?

In the Communications Center you’ll see a tab called Suggested people. This is where you'll find email addresses from senders that are associated with your synced email account, but are not registered as a lead or contact in Sell. You can use this view to add a sender as a Sell lead or contact.

Only the user who owns the synced email account can see suggested people for emails in Sell.

If you add the sender's email address as a lead or contact, email messages will be synced from your email account to Sell. Email messages are never synced to Sell unless they are associated with an existing lead or contact in Sell.

To add a suggested person's email address as a lead or contact

1. In Sell, click the Communication icon ().
2. On the Communication Center page, click the Suggested people tab.
3. Select the checkbox of an email message from a recipient that you want to add as a lead or contact.
4. Click Add as lead or Add as contact.

   You can also click Dismiss if you do not want to add them.

   

The new lead or contact is created and you’ll see their email messages in the new lead or contact card, after the next syncing of your email integration (see Integrating email with Zendesk Sell).

Related articles:

• Managing your email, phone calls, and text messages
• About using email in Sell
• Bringing leads into Sell from different sources
• Troubleshooting email messages that are missing or not syncing