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Leads, contacts, and deals

Content that helps solve issues and answer questions about leads, contacts, and deals in the sales CRM.


Webhooks are not available for Zendesk Sell

Issue symptoms I'd like to create a webhook to notify users when a deal, contact, and company data in Sell is updated...

Edited Sep 06, 2024

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Companies are not being linked to new Sell contacts with bulk import

Issue symptoms When I import contacts in Sell, the companies I added to the file are not linked to existing entries. ...

Edited Apr 08, 2024

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When are emails visible on a deal?

Question How do I know when an email will appear on a deal? Should my emails with an associated contact appear on a d...

Edited Jan 25, 2024

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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...

Edited Jan 25, 2024

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How do I sync my Support users to my Sell contacts?

Question How do I export my users from Zendesk Support and then import them as contacts into Zendesk Sell? Answer Fro...

Edited Mar 28, 2023

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Can I search by phone number in Sell?

Question I remember someone calling my salesperson, but I cannot find the lead or contact with the phone number? How ...

Edited Jan 25, 2024

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Can my sales reps chat with potential leads?

Question How can my leads and end users chat with my team? Do I need another Zendesk product to allow my sales reps i...

Edited Jul 26, 2023

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I can't see new deals and contains in the sales pipelines

Issue symptoms My sales rep has put new deals and contacts in their sales pipeline but I cannot see them. Resolution ...

Edited Jan 25, 2024

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Can I automatically convert any leads that may have the same email as an imported contact?

Question If I import someone directly into Sell as a contact, is there a way to automatically convert any leads that ...

Edited Jan 25, 2024

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When creating a lead, can I make the first or last name mandatory?

Question When creating a lead, can I set the First name or Last name as a required field? Answer The user's last name...

Edited Dec 04, 2023

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Can I perform a bulk opt-out action from my Leads page?

Question I have several leads that have requested to opt-out of email communication. Is there a way to opt-out all of...

Edited Jan 25, 2024

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Can I notify my team when a new lead is created?

Question I would like to have an email automation system for when a lead is created in Zendesk Sell. How can I set up...

Edited Jan 25, 2024

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Does the Industry field copy from a contact to a deal?

Question I would like my contact's industry to copy to the deal level. Does this happen automatically? Answer The Ind...

Edited Jan 25, 2024

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Can I export a list of email addresses from the Contacts or Leads page in Sell?

Question How do I export a list of the email addresses associated with my contacts or leads in Zendesk Sell? Answer I...

Edited Sep 14, 2023

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Can I display leads on a map on my computer?

Question Can I display leads on a map on my computer? Answer All the geolocation features offered in Zendesk Sell are...

Edited Jan 25, 2024

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Can I create a lead from my email inbox without having to go into Zendesk?

Question Can I create a lead from my email inbox without having to go into Zendesk? Answer It is not possible to auto...

Edited Jan 25, 2024

1 vote  ·  2 comments

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Can I stop emails from appearing on all of my contact's deal cards?

Question If I have a contact on multiple deals, is there a way to stop emails from appearing on all of their deal car...

Edited Jan 25, 2024

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Can I recover leads, contacts, or deals that I deleted?

Question If I accidentally delete leads, contacts, or deals in my account, can I recover these deleted records and re...

Edited Jan 25, 2024

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I don't have the option to delete my deals in Sell

Issue symptoms I don't see the delete option when I try to delete one of my deals. Resolution steps If you do not hav...

Edited Jan 25, 2024

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Can I update the Customer Status and Prospect Status of my Sell contacts?

Question Can I set the Customer Status and Prospect Status through a CSV import into Sell? When I imported a CSV file...

Edited Jul 26, 2023

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When I convert a lead into a contact, what happens to the source field?

Question When I convert a lead to a contact, where does the source field go? Does this mean I can't view all contacts...

Edited Jan 25, 2024

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Can I remove the Customer status and Prospect status fields from the contacts card?

Question Can I remove the Customer status and Prospect status fields from the contacts card? Answer Both fields are d...

Edited Jan 25, 2024

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Can I automatically convert Sell leads to contacts?

Question Is there a way to automate the conversion of a lead to a contact? For example, if a lead initiates a ...

Edited Jan 25, 2024

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Can a lead or contact have multiple email addresses on their contact card?

Question Can a lead or contact have two or more email addresses on their contact card? Answer Yes, this is achieved b...

Edited Aug 15, 2024

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Sell error: "null contacts were found" when importing CSV

Question Why do I see the error message null contacts were found when I import data through CSV? Answer In most cases...

Edited Jul 26, 2023

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