Creating Smart Lists in Zendesk Sell iOS App
How can I create a smart list in the Zendesk Sell iOS app?
Creating a smart list in the Zendesk Sell iOS app is easy. After applying your desired filters to a list, tap 'Save as Smart List' to save it as a filtered list. You'll then be prompted to name your smart list. Once you've named it, tap 'OK' to save.
Smart lists are a great way to keep track of specific segments of your leads, contacts, or deals, allowing you to quickly access them whenever needed. This feature helps streamline your workflow by remembering your filter settings.
More related questions
How do I apply filters to my lists in the Zendesk Sell iOS app?
Applying filters in the Zendesk Sell iOS app is straightforward. Open the Leads, Contacts, or Deals tab and tap the Filter icon. This will present you with a list of fields you can filter by. To sort by a specific field, simply tap the arrow next…
How do I view my smart lists in the Zendesk Sell iOS app?
Viewing your smart lists in the Zendesk Sell iOS app is simple. Navigate to your leads, contacts, or deals page and tap the icon towards the top left side of the screen. This icon changes depending on the current view, allowing you to toggle…
What are the unsupported smart list properties in the Zendesk Sell iOS app?
Currently, the Zendesk Sell iOS app does not support the 'Import ID' property for smart lists. This means that while you can filter and create smart lists based on various fields, the Import ID field cannot be used as a filter criterion. It's…
How do I access the Working Center in the Zendesk Sell iOS app?
Accessing the Working Center in the Zendesk Sell iOS app is easy. At the top of your screen, tap 'Back to List' to change the list menu. The Working Center contains your saved smart lists and the working list of all your contacts. From this page,…
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