Assigning leads and contacts to a company

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12 Comments

  • Blake Zeve

    Hi,

    How can I add a company to a pre-existing individual contact that does not belong to a company (en mass) in Zendesk Sell?

    0
  • James Molina

    can I add two companies to a person contact?

    1
  • Dane
    Zendesk Engineering
    Hi Black,
     
    I have answered your same inquiry on this comment.
     
    Hope that helps!
    0
  • Colin Hogg

    Can Sell automatically associate contacts with the companies that they work for based on their email address? I can see how this is done manually but this is not an option for 100's of contacts.   

    1
  • Dane
    Zendesk Engineering
    Hi Colin,
     
    I have tested it using Google Contacts and the company name was inherited.
     
    Hope this helps!
    0
  • Colin Hogg

    Hi Dane,

    That seems to work for recent contacts, with the Google integration - so thats good - thank you. 

    However, most of our contacts not associated with a parent company which is what I would like to make sure happens automatically - in other CRM's I have used this is normal behaviour. 

    Contacts are populated from Zendesk, Calendly in addition to Google. 

    Is there a process that can be run to do this automatically?

    Thanks

     

    Colin 

     

     

    0
  • Dane
    Zendesk Engineering
    Hi Colin,
     
    Unfortunately, automation for parent companies is not yet available as well as CSV import.
    0
  • Jaison McDonald

    I cannot see the empoyees panel anymore under the company card?   I didn't change anything.  Maybe i am missing something obvious.

    0
  • Amy Wondolkowski

    Ive had the same problem- I added an "employee" once and then the option disappeared for the organization. If I figure it out I will repost

     

    0
  • Jupete Manitas
    Zendesk Customer Care
    Hi Jaison, thanks for writing in and we apologize for the late response! May we know if you are still experiencing the issue? Did you try to isolate it by troubleshooting your browser or reported it to Zendesk Support Advocacy via Get Help in the UI? Thank you!
    0
  • Can one Contact Person belong to multiple Contact Companies as per James Molina comment above?

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  • Joyce
    Zendesk Customer Care
    Hello Chad,
     
    We do not have native functionality in Zendesk Sell that allows us to assign a contact to multiple companies. You can have multiple person contacts associated with a company contact but Sell isn’t set up to have multiple company contacts associated with a person.
     
    I encourage you to create a new post in the Sell Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Conversations with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
    0

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