How do I create a lead from Support?

Question

How do I create a Zendesk Sell lead from within Zendesk Support?

Answer

With the Zendesk Sell app in Support, you can create a lead in Sell based on a ticket requester's details in Support. This option only becomes available if no matching lead or contact is found in Sell by the app.

To see the steps for creating a lead from Support using the Sell app, see this article: Creating a lead in Sell from Zendesk Support.

For further information on setting up the Zendesk Sell app in Support, see this article: Working with the Zendesk Sell app in Support.