How to Manage Contacts in Zendesk Sell - Frequently asked questions
Frequently asked 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…
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…
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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“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
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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?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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