Creating 'My company accounts' Smart List in Zendesk Sell
How do I create a 'My company accounts' smart list in Zendesk Sell?
Creating a 'My company accounts' smart list in Zendesk Sell involves a few straightforward steps. First, click on the Contacts icon in the sidebar of Sell. Then, create a new smart list in the deals Working Center of your Contacts.
Add necessary columns such as Contact, Ownership, Next Task, Days Since Last Communication, Prospect Status, and Customer Status. You can also include additional fields like Industry or geography to tailor the list to your needs. Once you've added all the desired fields, name your smart list and click Save. This setup will help you efficiently manage and report on your company accounts.
More related questions
What is the 'My company accounts' smart list in Zendesk Sell?
The 'My company accounts' smart list is a tool in Zendesk Sell designed to help you manage and report on the company accounts you own. This smart list can be created for personal use or set up by an admin as a template for other users. It allows…
What fields should I include in my 'My company accounts' smart list?
When setting up your 'My company accounts' smart list in Zendesk Sell, it's important to include key fields that will help you manage your accounts effectively. Essential fields to add are Contact, Ownership, Next Task, Days Since Last…
Can admins create smart list templates for other users in Zendesk Sell?
Yes, admins in Zendesk Sell have the ability to create smart list templates for other users. This feature allows admins to set up a smart list that can be used as a template, which other users can then add to their own accounts. This is…
What is the purpose of adding filters in a smart list in Zendesk Sell?
Adding filters in a smart list in Zendesk Sell helps you narrow down and organize your data to focus on specific criteria. Filters like Contact, Ownership, and Industry allow you to display only the company accounts that meet certain conditions,…
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