How to Create a Smart List in Zendesk Sell
How do I create a smart list in Zendesk Sell?
Creating a smart list in Zendesk Sell is a straightforward process that helps you organize your contacts. Start by clicking the Contacts icon in the sidebar. Then, create a new smart list in the deals Working Center of your Contacts.
You can customize your list by adding columns such as Contact name, Ownership, Days Since Last Communication, Next Task, Phone number, Email address, Company, and Added On date. Once you've set up your columns, name your smart list and click Save. This setup allows you to tailor the list to your specific needs and streamline your workflow.
More related questions
What is the 'My contact rolodex' smart list in Zendesk Sell?
The 'My contact rolodex' smart list is a personalized list in Zendesk Sell that helps you manage your contacts efficiently. It allows you to easily access and contact people under your ownership, providing a seamless click-to-dial and bulk email…
What columns should I include in my Zendesk Sell smart list?
When setting up your smart list in Zendesk Sell, it's important to include columns that will help you manage your contacts effectively. Recommended columns are Contact name, Ownership, Days Since Last Communication, Next Task, Phone number, Email…
Can admins create smart list templates for other users in Zendesk Sell?
Yes, admins in Zendesk Sell have the ability to create smart list templates for other users. This feature allows admins to set up standardized lists that can be easily added to individual user accounts. By creating these templates, admins can…
What is the benefit of using smart lists in Zendesk Sell?
Smart lists in Zendesk Sell offer numerous benefits, including streamlined communication and efficient contact management. They allow you to easily access and organize your contacts, making it simple to stay in touch with important people. With…
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