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 Days I'm Awaiting Lead Response. By using this list, you can quickly identify which leads need follow-up, ensuring no potential opportunity is missed.
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…
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 report…
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…
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…
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…
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,…