Edit Lead, Contact & Deal Data in Table View - Frequently asked questions
Discover how to efficiently edit lead, contact, and deal data using Table view. This page answers common questions to help you manage your data effectively.
Frequently asked questions
How can I edit lead, contact, and deal data using Table view in Zendesk?
You can easily edit lead, contact, and deal data directly in Table view on Zendesk. Instead of navigating to each profile page, simply hover over the field you want to edit in Table view, and click the pencil icon that appears. This allows you to…
What icon indicates editable fields in Zendesk's Table view?
In Zendesk's Table view, a pencil icon indicates that a field is editable. When you hover your cursor over a field, the pencil icon will appear, signaling that you can click to edit the data. This intuitive feature helps you quickly identify which…
Can I enter new data directly in Zendesk's Table view?
Yes, you can enter new data directly in Zendesk's Table view. This feature allows you to update information just as you would on a profile page. For instance, you can type in a new company name and press Enter to save the changes. This direct data…
What are predefined edit options in Zendesk's Table view?
Predefined edit options in Zendesk's Table view are preset choices you can select when editing certain fields. For example, you might see options for changing the status of a lead or deal. These options simplify the editing process by providing…
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“Our company is growing very rapidly, and we were receiving a lot of support requests. And our team was spending a huge amount of time on them. Now, our AI agent is resolving 84% of customer support conversations.”
Ella Roy Customer Success Manager
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
“Since implementing My AskAI, the AI agent has deflected at least 68% of all customer queries. This has allowed us to get our average human response time down to under 60 seconds. A goal we've had for the last 6 months and finally achieved now with My AskAI.”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
"My AskAI’s Zendesk integration is saving our support agents over 35 hours per week. A massive win for the team and mitigating hundreds of hours of combined waiting time for customers. We are very pleased with the results — which have allowed us to reinvest bandwidth into other strategic areas."
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Customer.io($50M+ ARR)
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
"My AskAI's Intercom integration stood out not only because of its impressive answer accuracy but also because of how well it worked within our existing Intercom setup. The combination of precision and effortless setup made it invaluable."
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Freecash
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