In Sell, you can create person contacts and company contacts. Person contacts are not required to be associated with a company contact. However, when you do associate a person contact with a company contact (and therefore classify them as an employee of that company) you create a relationship that allows you to view and manage all related activity in Sell.
Any employee notes, tasks, appointments, emails, text messages, or calls are also associated with the company they are assigned to, and all of these activities are also included in the company’s history. This provides you with an overview of all the activities across a company in a single place (the company’s contact card).
This is also true for any deals that are associated with the employee. They are also displayed in the Deals panel on the company's card.
The steps for assigning a person contact to a company are described in Assigning leads and contacts to a company.
5 Comments
Is there a way that data such as tags or website will flow from the company to the employee or vice-versa? I find that I have to enter a lot of information twice for my main contacts at most businesses.
Hello Rodger!
Thank you for your question. Currently, tags and information such as website or social media are not things that can "flow" from the company to the employee, or the other way around, because this is considered personal data for each employee. As of now, the data that can be linked is what is mentioned on this article: notes, tasks, appointments, emails, text messages, or calls.
If this is making your workflow slower, you could consider leaving your Feedback on our Sell Community Feedback Post, and if it gains enough tractions, our Product Team might consider implementing it.
I hope this helps!
Hi, how does SELL manage companies with multiple adresses (sites)? does SELL create a distinct record per company and treat them as different companies?
Hello Alan,
The website field on a company contact card can only include a single value, so it's only possible to designate a single address in this field. You could create a custom contact field for additional addresses but these would not hyperlink as the address in the website field does and would be present only to add visibility on the additional associated addresses. More information on custom fields can be found here: https://support.zendesk.com/hc/en-us/articles/360041029914-Creating-and-managing-custom-fields-in-Sell
Beau | Customer Advocate
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I would love to be able to add a Primary Contact to a company record. In reality, no one is emailing info@companyname or calling the company's front desk when they need to speak to someone. Instead, we are contacting an individual person who is likely already in our system. Sometimes the primary contact is an employee. But when there are 37 employees, how would one know who the primary contact is? And let's say the primary contact for a child company is actually employed by the parent company - even if I could add them as an employee to more than one account, I wouldn't want to add them as an employee of the child just to have them listed as a contact.
In my mind, here is the solution for this...
A use case is that we have a parent company that has 10 child companies. A VP at the parent company is the primary contact for each of these 10 companies. I need to be able to easily notate that.
This simple feature would solve a major setback for our team and I assume many others!
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