Creating Filters in Zendesk Sell Working Lists
How do I create a filter for my working list in Zendesk Sell?
Creating a filter for your working list in Zendesk Sell is straightforward. You can filter leads, contacts, and deals by common fields like first name, last name, and date added, or by custom fields you've added.
To create a filter, navigate to the Sell sidebar and select Leads, Contacts, or Deals. Choose your preferred view (Index or Table for leads and contacts, Stage, Board, or Table for deals) from the top right corner. Click '+Field' to add a filter from the dropdown list, which includes any custom fields you've created. Once added, click 'Filter' next to the field name to expand it and select your filter options. Your list will update immediately to reflect your selections. For more details, check out theoriginal guide.
More related questions
Can I filter all my smart lists at once in Zendesk Sell?
No, you cannot filter all your smart lists at once in Zendesk Sell. Each smart list is specific to its section, such as Leads, Contacts, or Deals. To filter a smart list, you need to navigate to the specific section it belongs to. For instance, you…
How can I save a filtered working list as a smart list in Zendesk Sell?
Saving a filtered working list as a smart list in Zendesk Sell is easy. Once you've applied your desired filters, you can save the list for future use. After filtering your list, simply click 'Save as Smart List' at the top of your working list….
How do I remove filters from a list in Zendesk Sell?
Removing filters from a list in Zendesk Sell is a simple process. This allows you to view all your data without any restrictions. To remove a filter, go to the Sell sidebar and select Leads, Contacts, or Deals. Choose your view (Index or Table for…
What views can I use to apply filters in Zendesk Sell?
In Zendesk Sell, you can apply filters in various views depending on whether you're working with leads, contacts, or deals. For leads and contacts, filters can be applied in the Index and Table views. For deals, you have the option to apply filters…
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.
