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 them through a full account export to view them in a CSV file.
For more detailed information, you can refer to the originalZendesk article.
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…
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…
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…