A contact is a person or company that you have qualified or have done business with in the past. A lead is usually qualified to a contact when they have demonstrated in some way that they are a good fit to do business with you, and have a potential interest in becoming a customer.
Contacts, along with leads and deals, are one of the primary elements in your Zendesk Sell account and therefore adding contacts is a task that you will perform often. Adding a contact means creating a new profile for a person or company.
Contacts often begin as leads and are converted from leads into contacts in Sell (see Converting leads).
To add a contact
- From the Sell toolbar, select Add > Contact: Person or Contact: Company.
Or, use the keyboard shortcut C then P for adding a person or C then B for adding a company (see Viewing and disabling keyboard shortcuts in Sell).
- Enter as much profile information as you have for the person or company. The only required field for adding a person is Last Name and Company Name for adding a company.
Note: When you begin entering the name of the person or company, Sell checks to see if the person has already been added as a lead or contact. If so, the lead or contact information is displayed in the right panel, which prevents you from adding duplicates.
- When you’ve finished entering the information, click either the Save & view contact or Save button.
If you choose to save and view the contact, you’ll see the contact’s new contact card, which is now listed with all your other contacts in the Contacts page.
In addition to entering your new contacts manually, you can import them into Sell from other sources (see Importing and exporting in Sell).
For information about editing your contacts, see Editing lead and contact profile information.
As with leads and deals, you have options for viewing and sorting your contacts, and you can add custom fields and tags. See the following: