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  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Working with leads and contacts
  1. Zendesk help
  2. Sell
  3. Using Sell for sales CRM
  4. Working with leads and contacts

Working with leads and contacts

  • Adding leads
  • Bringing leads into Sell from different sources
  • Merging leads or contacts
  • Editing lead and contact profile information
  • Adding contacts
  • Assigning leads and contacts to a company
  • About companies and employees
  • Setting up and publishing the lead capture form
  • Changing the owner of a lead or contact
  • Importing leads, contacts, and deals into Sell
  • Deleting leads and contacts
  • Converting leads
  • Converting a contact back to a lead
  • Using the lead status label
  • Scoring your leads and deals
  • Understanding and using the prospect and customer statuses
  • Tracking leads and contacts by industry
  • Defining a company hierarchy
  • Adding leads
  • Bringing leads into Sell from different sources
  • Merging leads or contacts
  • Editing lead and contact profile information
  • Adding contacts
  • Assigning leads and contacts to a company
  • About companies and employees
  • Setting up and publishing the lead capture form
  • Changing the owner of a lead or contact
  • Importing leads, contacts, and deals into Sell
  • Deleting leads and contacts
  • Converting leads
  • Converting a contact back to a lead
  • Using the lead status label
  • Scoring your leads and deals
  • Understanding and using the prospect and customer statuses
  • Tracking leads and contacts by industry
  • Defining a company hierarchy
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