How to Add Fields to Zendesk Sell Smart List
How can I add fields to my Zendesk Sell smart list?
Adding fields to your Zendesk Sell smart list is a breeze! Simply navigate to the Sell sidebar and click on Leads, Contacts, or Deals. Then, head over to the Working Center to view all your smart lists. In the top right corner of your chosen smart list, click the '+ Field' button. You can search for the field you want to add using the search bar or browse through the options under 'All fields' or the filtered lists of Communication and Lead/Contact/Deal property. This way, you can tailor the information to fit your workflow or organizational needs.
For more detailed instructions, check out the originalZendesk help article.
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