How to Add a Lead, Contact, or Deal

Use Zendesk Sell's Global Add Functionality to Add Objects From Anywhere

Adding a Lead, Contact or Deal is always one click away! With the Sell's global 'Add' button in the navigation bar, you can create a new object from anywhere in Sell.

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Once you click the add button you can fill out any details you'd like about the particular Lead, Contact or Deal. If this person or company already exists in Sell we will alert you with a prompt on the right side. This way you can either choose to use that existing contact and edit them or continue on with creating the new record. 

Once you're done inputting information, either click Save & View, to go right to the new record, or the Save button to return to where you came from.