Customizing Fields in Zendesk Sell Smart Lists
How can I customize fields in Zendesk Sell smart lists?
In Zendesk Sell, admins have the ability to add and customize fields in smart lists to better align with the workflow of sales reps and the company's information requirements. This customization can include adding fields like Deal Score, Deal Type, or Email Effectiveness, among others.
Custom fields allow sales reps to input specific data that reflects the potential for closing deals or provides insights into sales predictions. This flexibility ensures that the smart lists are tailored to the unique needs of your sales process, making them more effective tools for managing leads, contacts, and deals.
More related questions
What are Zendesk Sell smart lists and how can they benefit my workflow?
Zendesk Sell smart lists are customizable lists that help you organize and manage your sales workflow effectively. They allow you to stay on top of your communication, organize your workload, and gain insights into various aspects of your workflow….
What types of fields can be included in a Zendesk Sell smart list?
Zendesk Sell smart lists can include a variety of fields that apply to leads, contacts, and deals. These fields are categorized by their property type, such as Lead, Contact, or Deal property. Examples include Actionable, Added On, Billing City,…
Can I include email addresses in a Zendesk Sell smart list for deals?
By default, Zendesk Sell does not include email addresses in smart lists for deals. However, you can work around this limitation by creating a custom field for the deal and manually entering the email address into this field. Once added, you can…
What is the 'Actionable' field in Zendesk Sell smart lists?
The 'Actionable' field in Zendesk Sell smart lists refers to the number of overdue tasks or unread emails associated with a lead, contact, or deal. This field helps sales reps prioritize their workload by highlighting items that require immediate…
How does the 'Last Activity Date' field work in Zendesk Sell?
The 'Last Activity Date' field in Zendesk Sell smart lists indicates the last date when any significant action occurred, such as completing a task, adding a note, logging a call, or sending an email. This field helps track the most recent…
What is the purpose of the 'Win Likelihood' field in Zendesk Sell?
The 'Win Likelihood' field in Zendesk Sell smart lists represents the probability of a deal being won. This field helps sales reps and managers assess the potential success of deals in the pipeline and prioritize efforts accordingly. By evaluating…
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