How to Export a Smart List - Frequently asked questions
Frequently asked questions
How do I export a smart list in Zendesk Sell?
Exporting a smart list in Zendesk Sell is a straightforward process. You can export a smart list from any lead, contact, or deal page. To do this, access your existing smart lists and open one, or create a new smart list. Next to the name of the…
What should I do if I can't see the export option for my smart list?
If you can't see the export option for your smart list, it might be due to your subscription plan. Smart list exports are not available on the Team Plan. If you're on a different plan and still can't see the export feature, it might not be enabled…
How can I download an exported smart list in Zendesk Sell?
Once your smart list is exported, you can download it using two methods. You will receive a notification when the export is complete. If you have email notifications turned on, you'll also get an email. To download, you can either click the Export…
Why is the Company ID not included in my smart list export?
If your smart list includes a Company ID field with a value different from the Contact person, the Company ID value will not be included in the export. This is a known limitation when exporting smart lists from Zendesk Sell. For more information,…
How can I find previously exported smart lists in Zendesk Sell?
To find previously exported smart lists, go to the Exports page in Zendesk Sell. Click the Settings icon, then under Tools, click Exports. Here, you can find and download any smart list exported in the last 30 days under My exports. For more…
Why are first and last names concatenated in the smart list CSV export?
In the smart list CSV export, first and last names are concatenated into a single column. This can be inconvenient if you need them in separate columns. Unfortunately, this is the current behavior, and users have expressed feedback for improvement….
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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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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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