Creating 'Deals Closing This Month' Smart List in Sell
How can I create a 'Deals closing this month' smart list in Zendesk Sell?
Creating a 'Deals closing this month' smart list in Zendesk Sell involves a few simple steps. Start by clicking the Deals icon in the sidebar and creating a new smart list in the deals Working Center.
Add columns such as Deal Name, Value, Win Likelihood, Estimated Close Date, Pipeline Stage, Ownership, and Deal Score. You can also include fields like Contact, Company, Days Since Last Communication, and Next Task to maintain contact with stakeholders. Once you've added the necessary fields, name your smart list and click Save.
More related questions
What is the 'Deals closing this month' smart list in Zendesk Sell?
The 'Deals closing this month' smart list helps sales teams focus on deals likely to close soon. This smart list is designed for end-of-month or quarter sprints, using fields like Estimated Close Date and Win Likelihood to identify promising deals….
What fields should I include in the 'Deals closing this month' smart list?
When setting up the 'Deals closing this month' smart list, include fields that help identify and track promising deals. Essential fields are Deal Name, Value, Win Likelihood, Estimated Close Date, Pipeline Stage, Ownership, and Deal Score….
Can admins create smart list templates for other users in Zendesk Sell?
Yes, admins in Zendesk Sell can create smart list templates for other users. This feature allows admins to set up reports in their smart list template settings, which other users can then add to their accounts. This is particularly useful for…
Why is the 'Deals closing this month' smart list important for sales teams?
The 'Deals closing this month' smart list is crucial for sales teams aiming to meet their targets. It helps prioritize deals with a higher chance of closing soon, ensuring that sales efforts are focused where they matter most. By using fields like…
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