Contacts Settings Overview

Customizing Contacts preferences can help you to store and organize information connected to your Clients. Navigate to Contacts Settings and help your Reps work with Contacts more efficiently.

Customize_Contacts___Zendesk_Sell_2018-10-24_14-25-29.png

 

Contacts settings

  • CUSTOM FIELDS - Add custom fields to store information that you’d like to track about your clients.
  • Industry fieldCustomize the list of available industries to categorize and better filter your Contacts. You’ll be able to see exactly how effective your sales are within certain Industries, and adjust your process accordingly!
  • TAGS - Add tags to describe your contact with specific keywords. They're especially useful for filtering and grouping. 
  • SMART LINKSUse Smart Links tool to dynamically link to other applications directly from your Contacts within Zendesk Sell.
  • SMART LIST TEMPLATES - Create and share Smart List templates to focus your team on the Contacts that matter