How Do I Add a Contact?
Adding a contact into Zendesk Sell manually is quick and easy. To add a contact just follow these steps:
- Head over to the Contacts tab and there you’ll find the + Add a Person or + Add a Company
- Click either the + Add a Person or + Add a Company
- Enter all of the details for the new Contact.
- Remember that Last Name is a required field for a Person Contact
- Once you start typing in details for the new Contact, Sell will check the system to make sure it isn’t already there as a Lead or as a Contact preventing duplicates. If another contact within Sell exists, you can choose to continue adding this new Contact or to edit the existing Contact