Adding a Lead using the Global Add button

Adding a Lead to Zendesk Sell is quick and easy. You can always add an object to Sell using the top Global Add button, Add. From here select lead and enter in the relevant information.

See how easy it is to add a new Lead here:


NOTE: If you enter in something that Sell thinks is a duplicate, we will show you the possible duplicate on the right-hand side. If this is the same person you can choose "Use and Edit" to use this record and make any modifications.

Once you are done, you can either click to save the lead and remain on the current page, or you can click Save and View Lead to go directly to this lead card.