How to Create Hierarchy View in Sell Smart Lists - Frequently asked questions
Discover how to create a hierarchy view using Zendesk Sell smart lists. This page answers frequently asked questions to help you master this feature.
Frequently asked questions
How can I create a hierarchy view using Zendesk Sell smart lists?
Creating a hierarchy view in Zendesk Sell is straightforward with smart lists. Smart lists allow you to save customized views of your data, making it easy to access without setting up filters each time. To create a hierarchy view, start by…
What are the benefits of using smart lists for hierarchy views in Zendesk Sell?
Using smart lists for hierarchy views in Zendesk Sell offers several benefits. They provide a saved view of your data, allowing you to access it anytime without reapplying filters. Smart lists are particularly useful for creating basic…
How do I add additional fields to a smart list in Zendesk Sell?
Adding additional fields to a smart list in Zendesk Sell is a simple process that enhances the detail of your data view. This customization allows you to tailor the information to your specific needs. When creating or editing a smart list, you can…
Can I view parent-child company relationships in Zendesk Sell?
Yes, you can view parent-child company relationships in Zendesk Sell using smart lists. This feature helps you organize and visualize company structures effectively. To set this up, create a new smart list and include the 'Parent company' field….
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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?”
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“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
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