Add Notes to Sell Smart List - Frequently asked questions
Explore common questions about adding notes to a Zendesk Sell smart list. Learn how to enhance your smart lists with notes and improve your sales process.
Frequently asked questions
Can I add notes to a Zendesk Sell smart list?
No, you cannot directly add notes to a smart list in Zendesk Sell. However, you can view notes on individual lead, contact, or deal pages. If you need to see notes in a list format, you can filter the activity feed to display only notes or export…
How can I view notes in Zendesk Sell?
You can view notes in Zendesk Sell by accessing the individual lead, contact, or deal pages. If you prefer to see notes in a list format, you can filter the activity feed to show only notes. Additionally, exporting notes through a full account…
Is there a way to export notes from Zendesk Sell?
Yes, you can export notes from Zendesk Sell by performing a full account export. This process allows you to download a CSV file containing notes for each record, making it easier to review and manage your notes outside of the platform. This export…
Can I filter the activity feed to show only notes in Zendesk Sell?
Yes, you can filter the activity feed in Zendesk Sell to display only notes. This feature allows you to focus on the notes associated with your leads, contacts, or deals without the distraction of other activities. Filtering the activity feed is a…
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“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
Zeffy
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
Conrad Jones CX and Service Leader
Zinc
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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Customer.io($50M+ ARR)
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
Howard Blick Customer Service Team Lead
Freecash
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