Creating a smart list in Zendesk Sell on Android is a great way to save specific filters and fields for easy access. To create one, first apply your desired filters to a list. Then, tap 'Save as Smart List', name your list, and click 'OK' to save it.
Alternatively, you can create a new smart list from the Contact Center by clicking '+New Smart List'. This feature helps you organize and quickly access important data. For more details, check out theoriginal Zendesk help article.
Applying and removing filters in Zendesk Sell on Android is straightforward. To apply filters, simply tap the Leads, Contacts, or Deals tab, then tap the Filter icon. This will open a list of fields you can filter by. You can add more fields by…
In Zendesk Sell on Android, you can view your smart lists in several ways. Tap the Leads, Contacts, or Deals tab, then tap the Menu icon in the top right corner. You can choose to view your list as a List, on a Map, or as Cards. The List view shows…
There are several properties currently unsupported for smart lists on Android in Zendesk Sell. These include Days Awaiting My Response, Days I’m Awaiting Lead Response, Description, Facebook, Fax number, Import ID, LinkedIn, My calls without lead…