How to Add Contacts in Zendesk Sell

Quick summary

Adding a contact in Zendesk Sell takes just a few clicks — navigate to the Contacts section, select the contact type, fill in the details, and save to instantly grow your sales pipeline. This guide walks you through every step of the contact creation process directly inside Zendesk Sell.

Steps

1. Head over to the top menu bar and click 'Zendesk Products'.
2. Select 'Sell' from the list of product options.
3. On the Zendesk Sell dashboard, navigate to the left-side panel and click 'Contacts'.
4. Click the 'Add' button at the top-left corner of the Contacts page.
5. Choose 'Contact: Person' from the available contact type options.
6. Provide the necessary contact information in the fields on the form.
7. Click 'Save' to confirm and store the new contact record.
8. The new contact will be added instantly to your contacts list.