Create a Smart List for Phone Numbers in Zendesk Sell
How can I create a smart list to find phone numbers in Zendesk Sell?
Creating a smart list in Zendesk Sell can help you find phone numbers by filtering records.
To create a smart list, navigate to the section where the phone number is missing, such as Leads, Contacts, or Deals. Add the Phone number column to your list and apply a filter to display records with phone numbers. You can also add additional columns like 'Added On' date or 'My Last Incoming Call' to further narrow down your search results. This method is particularly useful for organizing and finding specific information efficiently.
For more details, check out theoriginal article.
More related questions
How can I search for a phone number in Zendesk Sell?
You can search for a phone number in Zendesk Sell using the global search bar, Communication Center, or by creating a smart list. To find a phone number, you can use the global search bar to search your entire Sell account for any information you…
What should I do if I can't find a phone number in Zendesk Sell?
If you can't find a phone number in Zendesk Sell, try reaching out to a manager or admin for help. Sometimes, the information you need might not be visible due to permission settings. In such cases, contacting the topmost manager or admin on your…
How do I use the global search bar in Zendesk Sell?
The global search bar in Zendesk Sell allows you to search your entire account for information you have permission to view. To use the global search bar, simply enter the phone number or any other information you are looking for. This tool searches…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
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.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
