How to Use Smart List Recipes for Sales - Frequently asked questions
Frequently asked questions
What are smart list recipes for leads in Zendesk Sell?
Smart list recipes for leads in Zendesk Sell help sales reps gain specific overviews of their leads and their engagement. These recipes include fields like Lead name, Company, Status, and more. For example, the 'Active leads' smart list allows…
How can I use smart list recipes for contacts in Zendesk Sell?
Smart list recipes for contacts in Zendesk Sell help sales reps manage engagement with prospects effectively. These lists include fields like Contact name, Ownership, and more. For instance, the 'My company accounts' smart list allows you to…
What are the smart list recipes for deals in Zendesk Sell?
Smart list recipes for deals in Zendesk Sell are designed to help sales reps and managers track and manage their deals effectively. These lists include fields like Deal Name, Value, and more. For example, the 'Deals closing this month' smart list…
How can I track active leads using smart lists in Zendesk Sell?
Tracking active leads using smart lists in Zendesk Sell allows sales reps to see their current leads and managers to filter all active leads. This smart list includes fields like Lead name, Company, and Status. By using the 'Active leads' smart…
How do I identify leads that have not responded in Zendesk Sell?
Identifying leads that have not responded in Zendesk Sell is made easy with the 'Leads that have not responded' smart list. This list helps maintain healthy communication with your leads. The smart list includes fields like Lead name, Company, and…
What is the purpose of scoring leads and deals in Zendesk Sell?
Scoring leads and deals in Zendesk Sell helps focus on opportunities with the highest likelihood of success. This scoring acts as a filter in your smart lists. By scoring your leads, you can prioritize those that are more likely to become…
How can I manage my deal pipeline using smart lists in Zendesk Sell?
Managing your deal pipeline using smart lists in Zendesk Sell allows you to report on assigned deals, their value, and closure likelihood. This is achieved through the 'My deal pipeline' smart list. This list includes fields like Deal Name, Value,…
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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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