Applying Filters in Zendesk Sell iOS App
How do I apply filters to my lists in the Zendesk Sell iOS app?
Applying filters in the Zendesk Sell iOS app is straightforward. Open the Leads, Contacts, or Deals tab and tap the Filter icon. This will present you with a list of fields you can filter by. To sort by a specific field, simply tap the arrow next to the field name. If you want to add more fields to filter by, tap 'Add Field'. To remove a field, swipe left on the field name and tap 'Remove'.
These filters help you narrow down your list to focus on what matters most, such as leads from a specific area or industry. Once applied, these filters can be saved as a smart list for easy access in the future. For more details, check out theoriginal Zendesk help article.
More related questions
How can I create a smart list in the Zendesk Sell iOS app?
Creating a smart list in the Zendesk Sell iOS app is easy. After applying your desired filters to a list, tap 'Save as Smart List' to save it as a filtered list. You'll then be prompted to name your smart list. Once you've named it, tap 'OK' to…
How do I view my smart lists in the Zendesk Sell iOS app?
Viewing your smart lists in the Zendesk Sell iOS app is simple. Navigate to your leads, contacts, or deals page and tap the icon towards the top left side of the screen. This icon changes depending on the current view, allowing you to toggle…
What are the unsupported smart list properties in the Zendesk Sell iOS app?
Currently, the Zendesk Sell iOS app does not support the 'Import ID' property for smart lists. This means that while you can filter and create smart lists based on various fields, the Import ID field cannot be used as a filter criterion. It's…
How do I access the Working Center in the Zendesk Sell iOS app?
Accessing the Working Center in the Zendesk Sell iOS app is easy. At the top of your screen, tap 'Back to List' to change the list menu. The Working Center contains your saved smart lists and the working list of all your contacts. From this page,…
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