Adding the Active Deals Widget to Your Dashboard
Find out how to add the Active Deals widget to your Zendesk Sell dashboard for quick access to deal summaries.
How can I add the Active Deals widget to my Zendesk Sell dashboard?
You can easily add the Active Deals widget to your Zendesk Sell dashboard by following a few simple steps.
First, click the Dashboard icon on the sidebar and select the My Dashboard tab, which opens by default. If the Active Deals widget isn't visible, click +Widget to add it. Once added, the widget will display a summary of your Active Deals report based on your customized settings.
More related questions
What is the Active Deals widget in Zendesk Sell?
The Active Deals widget provides a summary of your active deals in Zendesk Sell. These are deals that are not marked as Won, Lost, or Unqualified. By clicking into the Active Deals report, you can customize your view by deal source, pipeline, or…
How do I customize the view of my Active Deals report?
Customizing the view of your Active Deals report in Zendesk Sell is straightforward. You can set the timeframe to options like This Month, Last Month, or Yesterday, and group the data by criteria such as deal owner or deal source. Additionally, you…
Can I save a customized view of my Active Deals data?
Yes, you can save a customized view of your Active Deals data in Zendesk Sell. After you've tailored the data to your preferences by setting timeframes, grouping, and applying filters, simply click Save. This will preserve your customized view,…
Interested indeflectingover 70% of your Zendesk support tickets?
Our AI customer support agent is here to help. Trained on all your help docs, installed directly into your Zendesk account, it can be used to automate customer replies for tickets or live chat. Learn more below.
Zendesk Support Tickets
Receive new tickets by email or a support form? This integration is for you.
Learn about our Zendesk ticket integration
Zendesk Messaging (live chat)
Using Zendesk's Messaging widget on your site for live chat? This integration is for you.
Learn about our Zendesk Messaging integration
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“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
Zeffy
Read Zeffy's case study
“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
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“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
Freecash
Read FreeCash's case study
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
“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
Zeffy
Read Zeffy's case study
“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
Zinc
Read Zinc's case study
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
Natalie Onions VP of Customer Experience
Customer.io($50M+ ARR)
Customer.io($50M+ ARR)
Read Customer.io's case study
“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
Freecash
Read FreeCash's case study
Reduce support costs.Spend more time on customer success.
Our AI customer support agents are already used by 👇
