Recent searches


No recent searches

Working with leads and contacts


Adding leads

What's my plan? A lead is a yet to be qualified person, company, or business opportunity that, once qualified, can...

Edited Jun 21, 2024

1 vote  ·  1 comment

1

Vote

1

Comment


Bringing leads into Sell from different sources

What's my plan? There are a number of ways that you can bring leads into Sell. For example, you can import existing...

Edited Jun 21, 2024

3 votes  ·  2 comments

3

Votes

2

Comments


Merging leads or contacts

What's my plan? If you discover that you’ve added duplicate versions of leads or contacts, you can easily merge the...

Edited Jun 21, 2024

0 votes  ·  8 comments

0

Votes

8

Comments


Editing lead and contact profile information

What's my plan? You can edit the profile information for your leads and contacts. This includes the profile informat...

Edited Jun 21, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Adding contacts

What's my plan? A contact is a person or company that you have qualified or have done business with in the past. A le...

Edited Jun 21, 2024

2 votes  ·  0 comments

2

Votes

0

Comments


Assigning leads and contacts to a company

What's my plan? In Sell, you can create contacts that are either categorized as a person or a company. When you creat...

Edited Jun 21, 2024

1 vote  ·  12 comments

1

Vote

12

Comments


About companies and employees

What's my plan? In Sell, you can create person contacts and company contacts. Person contacts are not required to be ...

Edited Jun 21, 2024

1 vote  ·  5 comments

1

Vote

5

Comments


Setting up and publishing the lead capture form

What's my plan? You can capture leads directly into your sales funnel using a customizable embedded or hosted form....

Edited Jun 21, 2024

1 vote  ·  12 comments

1

Vote

12

Comments


Changing the owner of a lead or contact

What's my plan? Each lead and contact in Sell can be assigned an owner. Usually, this is the person that is the prima...

Edited Jun 21, 2024

1 vote  ·  5 comments

1

Vote

5

Comments


Importing leads, contacts, and deals into Sell

What's my plan? Closing deals in Sell all starts with having the right data imported. This means importing your cur...

Edited Jun 21, 2024

0 votes  ·  4 comments

0

Votes

4

Comments


Deleting leads and contacts

What's my plan? We recommend that you only delete a lead or contact that you’re sure will have no future value t...

Edited Jun 21, 2024

3 votes  ·  2 comments

3

Votes

2

Comments


Converting leads

What's my plan? After progressing an opportunity with a potential customer (your lead) through the sal...

Edited Jun 21, 2024

1 vote  ·  17 comments

1

Vote

17

Comments


Converting a contact back to a lead

What's my plan? Normally, after you’ve converted a lead to a contact you have no need to reverse the action and conve...

Edited Jun 21, 2024

1 vote  ·  2 comments

1

Vote

2

Comments


Using the lead status label

What's my plan? To track at what stage you consider a lead to be in your sales process, you can add a status label to...

Edited Jun 21, 2024

1 vote  ·  0 comments

1

Vote

0

Comments


Scoring your leads and deals

What's my plan? You can use lead and deal scoring to help you focus on your most important opportunities. ...

Edited Jun 21, 2024

6 votes  ·  0 comments

6

Votes

0

Comments


Understanding and using the prospect and customer statuses

What's my plan? To differentiate between the contacts that have deals associated with them, Sell uses the Prospect an...

Edited Jun 21, 2024

2 votes  ·  4 comments

2

Votes

4

Comments


Tracking leads and contacts by industry

What's my plan? You can track both your leads and contacts by industry using the Industry field. This is a pre-define...

Edited Jun 21, 2024

0 votes  ·  2 comments

0

Votes

2

Comments


Defining a company hierarchy

What's my plan? Zendesk Sell provides the ability to create a hierarchy of company subsidiaries and divisions. You ...

Edited Jun 21, 2024

0 votes  ·  8 comments

0

Votes

8

Comments