Stage view is the default view for deals in Zendesk Sell, showing you the stage each deal is at in the sales pipeline. You can click on stage tabs like Incoming, Qualified, Quote, Closure, and Closed to see all deals at that stage.
At the bottom of the Stage view, you'll find summary information such as Total Deals, Total Value, and Avg. Value for each stage. You can also apply filters to refine your list, for example, to view deals won or lost, or to review deals by value.
To view your leads and contacts in Table view, simply click the Table view icon in the top right corner of the page. This view is particularly useful for seeing a series of information about your leads, contacts, or deals, as it allows you to add…
The Index view is the default view for leads and contacts in Zendesk Sell, offering a simplified way to manage your data. It focuses on the name of the person or company, allowing you to easily sort and filter your list using the filters panel. In…
Board view in Zendesk Sell provides an overview of all your deals and their stages in the sales pipeline. Each column represents a stage, and you can move deals between stages by dragging and dropping the deal cards. You can customize the…
Creating smart lists in Zendesk Sell involves applying filters and customizing the fields you want to see for your leads, contacts, and deals. Once you've set up your smart list, you can export the data for further analysis or reporting. To learn…