Duplicating Smart Lists in Zendesk Sell
Can I duplicate a smart list in Zendesk Sell?
Yes, you can duplicate a smart list in Zendesk Sell if you want to create a new list based on an existing one. This is useful for creating similar lists with slight variations.
To duplicate a smart list, select the list you want to duplicate, click on 'Settings', then 'Duplicate'. Enter a name for the new smart list and click 'OK'. You can then make any additional changes and save the new list.
More related questions
What is a smart list in Zendesk Sell?
A smart list in Zendesk Sell is a saved view of your data that you can access anytime. It allows you to save the changes you make to the views of your leads, contacts, and deals data, so you don't have to repeatedly customize a view with filters or…
How do I save a working list as a smart list in Zendesk Sell?
To save a working list as a smart list in Zendesk Sell, you first need to define the view of data you want to save. This involves using the Leads, Contacts, or Deals tabs to customize your data view. Once you have your desired view, click 'Save as…
How can I access my smart lists in Zendesk Sell?
Accessing your smart lists in Zendesk Sell is straightforward. You can find them in the Working Center, which is a view of your lists. To access your smart lists, click on Leads, Contacts, or Deals on the sidebar, then click on the Working Center….
How do I edit a smart list in Zendesk Sell?
Editing a smart list in Zendesk Sell is simple. You just need to open the smart list you want to edit, make the necessary changes, and then save the update. If you decide not to save the changes, you can click 'Undo all changes' to revert to the…
How do I delete a smart list in Zendesk Sell?
Deleting a smart list in Zendesk Sell only removes the saved view of filters and columns, not the actual data. To delete a smart list, click on 'Settings' next to the smart list name, select 'Delete' from the dropdown menu, and confirm your choice….
What is the Table view in Zendesk Sell and how do I use it?
The Table view in Zendesk Sell allows you to view your lists with added filters and fields for better data management. You can edit directly inline and rearrange the order of items in your list. To switch to Table view, click on Contacts, Leads, or…
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