Benefits of Smart Lists for Hierarchy Views in Zendesk Sell
What are the benefits of using smart lists for hierarchy views in Zendesk Sell?
Using smart lists for hierarchy views in Zendesk Sell offers several benefits. They provide a saved view of your data, allowing you to access it anytime without reapplying filters.
Smart lists are particularly useful for creating basic hierarchies, such as team views or parent-child company structures. This feature helps you understand the value and amount of deals associated with each child company under a parent company, offering a clear overview of your company's structure and performance.
More related questions
How can I create a hierarchy view using Zendesk Sell smart lists?
Creating a hierarchy view in Zendesk Sell is straightforward with smart lists. Smart lists allow you to save customized views of your data, making it easy to access without setting up filters each time. To create a hierarchy view, start by creating…
How do I add additional fields to a smart list in Zendesk Sell?
Adding additional fields to a smart list in Zendesk Sell is a simple process that enhances the detail of your data view. This customization allows you to tailor the information to your specific needs. When creating or editing a smart list, you can…
Can I view parent-child company relationships in Zendesk Sell?
Yes, you can view parent-child company relationships in Zendesk Sell using smart lists. This feature helps you organize and visualize company structures effectively. To set this up, create a new smart list and include the 'Parent company' field….
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