Creating Hierarchy Views with Zendesk Sell Smart Lists
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 a new smart list in Sell. Add the 'Parent company' field and select the parent company you're interested in from the drop-down menu. You can also add additional fields, such as 'Ownership', to provide more detailed information about the child companies. This setup helps you visualize the relationships and values of deals within your company structure. For more details, check out theoriginal link.
More related questions
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,…
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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