When setting up your 'My company accounts' smart list in Zendesk Sell, it's important to include key fields that will help you manage your accounts effectively. Essential fields to add are Contact, Ownership, Next Task, Days Since Last Communication, Prospect Status, and Customer Status.
You might also consider adding fields like Industry to filter companies by specific sectors, or geography fields such as state, country, or zip code to sort accounts by location. Custom fields or tags can be added for further filtering, allowing you to tailor the smart list to your specific needs.
The 'My company accounts' smart list is a tool in Zendesk Sell designed to help you manage and report on the company accounts you own. This smart list can be created for personal use or set up by an admin as a template for other users. It allows…
Creating a 'My company accounts' smart list in Zendesk Sell involves a few straightforward steps. First, click on the Contacts icon in the sidebar of Sell. Then, create a new smart list in the deals Working Center of your Contacts. Add necessary…
Yes, admins in Zendesk Sell have the ability to create smart list templates for other users. This feature allows admins to set up a smart list that can be used as a template, which other users can then add to their own accounts. This is…
Adding filters in a smart list in Zendesk Sell helps you narrow down and organize your data to focus on specific criteria. Filters like Contact, Ownership, and Industry allow you to display only the company accounts that meet certain conditions,…