Customizing the Top Deals Smart List in Zendesk
How can I customize the Top Deals smart list in Zendesk?
You can customize the Top Deals smart list in Zendesk just like any other smart list. This includes applying filters and changing the sort order to suit your needs. Any changes you make and save will be reflected in the Top Deals widget on your Performance Dashboard.
The smart list is updated in real-time, so you can always have the most current view of your top deals. If you need more information on creating and using smart lists, you can refer to the relevant Zendesk documentation.
More related questions
How do I view the Top Deals widget on the Zendesk Performance Dashboard?
To view the Top Deals widget on your Zendesk Performance Dashboard, you need to navigate to the Dashboard page and select the My Dashboard tab. If the widget isn't visible, you can add it by clicking on +Widget and selecting the Top Deals widget….
What are the display options for the Top Deals widget?
The Top Deals widget on the Zendesk Performance Dashboard offers two display options: 'Top Deals from this Smart List' and 'Summary of this Smart List'. These options allow you to view your top deals based on deal value or a summary of deal totals….
What happens if I remove the Top Deals widget from my dashboard?
If you remove the Top Deals widget from your Zendesk Performance Dashboard, the Top Deals smart list will not be deleted. It will remain available in your smart list Working Center, allowing you to access it whenever needed. This ensures that you…
How is the Top Deals smart list created and updated?
The Top Deals smart list is automatically created when you add the Top Deals widget to your Zendesk Performance Dashboard. It is updated in real-time as you customize and filter the smart list, ensuring that you always have the most current…
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