Filtering Smart Lists in Zendesk Sell
Can I filter all my smart lists at once in Zendesk Sell?
No, you cannot filter all your smart lists at once in Zendesk Sell. Each smart list is specific to its section, such as Leads, Contacts, or Deals.
To filter a smart list, you need to navigate to the specific section it belongs to. For instance, you can't add information from a Contacts smart list to a Leads smart list. Filters are applied within the Index and Table views for Leads and Contacts, and the Stage, Board, and Table views for Deals. This ensures that each list is tailored to the specific data set you are working with.
More related questions
How do I create a filter for my working list in Zendesk Sell?
Creating a filter for your working list in Zendesk Sell is straightforward. You can filter leads, contacts, and deals by common fields like first name, last name, and date added, or by custom fields you've added. To create a filter, navigate to the…
How can I save a filtered working list as a smart list in Zendesk Sell?
Saving a filtered working list as a smart list in Zendesk Sell is easy. Once you've applied your desired filters, you can save the list for future use. After filtering your list, simply click 'Save as Smart List' at the top of your working list….
How do I remove filters from a list in Zendesk Sell?
Removing filters from a list in Zendesk Sell is a simple process. This allows you to view all your data without any restrictions. To remove a filter, go to the Sell sidebar and select Leads, Contacts, or Deals. Choose your view (Index or Table for…
What views can I use to apply filters in Zendesk Sell?
In Zendesk Sell, you can apply filters in various views depending on whether you're working with leads, contacts, or deals. For leads and contacts, filters can be applied in the Index and Table views. For deals, you have the option to apply filters…
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