Creating New Smart Lists in Zendesk Sell
How do I create new smart lists in Zendesk Sell?
To create new smart lists in Zendesk Sell, you can use the Working Center. This feature allows you to organize your leads, contacts, and deals into customized lists that suit your workflow.
While the help doc doesn't provide step-by-step instructions, it mentions that you can create new smart lists and define templates within the Working Center. For detailed guidance, you might want to explore additional resources or related articles on Zendesk's support site.
More related questions
How do I access the Working Center in Zendesk Sell?
To access the Working Center in Zendesk Sell, simply navigate to the Leads, Contacts, or Deals pages. Once there, click on the Working Center icon located in the top left of the page to open the menu. The Working Center is your go-to place for…
What can I do in the Working Center of Zendesk Sell?
In the Working Center of Zendesk Sell, you can view and manage your smart lists for leads, contacts, and deals. It provides a centralized location to access all your smart lists and the associated data. You can create new smart lists, define smart…
How many smart lists can I view at once in the Working Center?
The Working Center in Zendesk Sell displays up to six smart lists at a time. If you have more than six smart lists, you can scroll through to view the additional lists. This feature allows you to manage and organize your smart lists efficiently,…
Can I search and sort smart lists in the Working Center?
Yes, you can search and sort smart lists in the Working Center of Zendesk Sell. This feature makes it easy to find specific smart lists by name or organize them according to your preference. You can sort your smart lists either by the most recent…
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