Accessing Actionable Items in Zendesk Sell
How can I access actionable items in Zendesk Sell?
To access actionable items in Zendesk Sell, you can use the Sell sidebar to navigate to Leads, Contacts, or Deals, and then click the Working Center icon. This will display your working list and any smart lists you've created, with actionable items marked by a red dot.
Hovering over your working list will show you the details of these actionable items, including the types of actions required. This feature helps you quickly identify and prioritize tasks that need your attention.
More related questions
What are actionable items in Zendesk Sell?
Actionable items in Zendesk Sell are tasks or communication activities that require follow-up, such as unread emails or text messages from a contact or lead, or overdue tasks. These items help you stay on top of your sales activities by…
Can I filter actionable items in smart lists in Zendesk Sell?
Yes, you can filter actionable items in smart lists within Zendesk Sell. By adding a filter to any smart list, you can view specific actionable items for your leads, contacts, or deals. Once the filter is applied, you can hover over the item to see…
Is there a way to manage all actionable items in one view in Zendesk Sell?
While there isn't a direct feature to manage all actionable items in one view, you can create a smart list and add a filter to achieve a similar result. This workaround allows you to consolidate actionable items and manage them more efficiently. By…
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