You can edit the administrative settings for your contacts to create custom fields for your contacts, add tags, and also create smart links and smart list templates.
To define and edit contact settings
- Click the Settings icon (
), then select Customize > Contacts.
On the Contacts settings page, you can define and edit the following settings.
Fields - Add custom fields for capturing more information about your contacts (see Creating and managing custom fields). On this page, you can also edit the Industry field to add choices to the list that match your business needs (see Tracking leads and contacts by industry).
Tags - Add tags to categorize and filter your contacts (see Adding and managing tags).
Smart links - Add smart links that allow you to quickly access other applications or web pages with just a single click from your Zendesk Sell account (see Setting up and using smart links in Sell).
Smart list templates - Create templates that all your Sell users can use to build smart lists for contacts (see Creating and using smart list templates).