Converting leads

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8 Comments

  • Lea Jane Hug

    The lead source should be carried to Contact. Every company wants to have documentation where their clients are coming, and if they want to have any kind of idea on what is actually working and resulting in leads that are successful and who eventually became customers. This is an important data point for the sales team and their cooperation with marketing for focusing efforts on platforms and sources that are generating sales-qualified leads.
    Not having this option seriously cripples any organization and important data is lost forever when the lead is converted. Leaving companies without any idea where their customers are coming from.
    I don't see one reason why the source would not be carried to contact. We may need to ask for this feature

    2
  • Matthew Carter

    @... we had the same issue, I solved it by removing all the options from Lead Sources and adding a custom field that is copied over on conversion (we also made it required). the only downside is the agent has to scroll past the swathes of other fields before getting to the custom fields... but that's another issue.

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  • Kaja

    Hi Matthew and Lea,
    I am sorry that the source information is not carried over to converted deals/contacts in the current Sell logic. If you feel this something important please leave your feedback and feature request directly to our Product Management team here: https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell. They read it on a regular basis and take these requests into consideration.

    Warm Regards

    Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center

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  • Elvis Mwakoi

    I'm using zendesk-agent tickets and zendesk sell but each time i want to import data in zendesk sell it fails to update as it was logged in the zendesk-agent ticket hence cant see it in my zendesk sell report.How do we go about this?

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  • Austine Hipol
    Hi Elvis, 
     

    Thank you for reaching out to Zendesk Sell!

     

    Sorry to hear about this and I'm happy to assist! I just want to clarify something, if you say Zendesk-Agent tickets do you mean Zendesk Support? Are you trying to simply import data in your Zendesk Sell instance? Can you provide me withthe steps on how did you import your data?

     

    Furthermore, can you send over a screenshot of what exactly you do see when you are trying to import?



    Hope to hear from you!

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  • Gab Ramos
    Zendesk Customer Care
    Hi Elvis, 
     
    I created a ticket on your behalf and will send it to you via email so we can further discuss your Sell concern.

     
    Thank you!

     
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  • Daniel Haimson

    When I convert a lead to a contact, is the Lead creation date carried in some way? How do I keep this info available even in contacts and deals?

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  • Matthew Carter

    Daniel Haimson we ran in to that issue, as far as we can tell it is completely lost (like Source). We added an extra field, Lead Creation Date, that is only editable by admins and carried over to contacts, and have an API job that sets it to the creation date on new leads.

    Without this, I have no idea how the reporting in Sell can be accurate, as it doesn't know when Contacts were first added to the system as leads...

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