Managing All Actionable Items in Zendesk Sell
Find out how to manage all actionable items in Zendesk Sell using smart lists and filters.
Is there a way to manage all actionable items in one view in Zendesk Sell?
While there isn't a direct feature to manage all actionable items in one view, you can create a smart list and add a filter to achieve a similar result. This workaround allows you to consolidate actionable items and manage them more efficiently.
By using smart lists and filters, you can customize your view to include all the actionable items you need to address, making it easier to stay organized and on top of your tasks.
More related questions
What are actionable items in Zendesk Sell?
Actionable items in Zendesk Sell are tasks or communication activities that require follow-up, such as unread emails or text messages from a contact or lead, or overdue tasks. These items help you stay on top of your sales activities by…
How can I access actionable items in Zendesk Sell?
To access actionable items in Zendesk Sell, you can use the Sell sidebar to navigate to Leads, Contacts, or Deals, and then click the Working Center icon. This will display your working list and any smart lists you've created, with actionable items…
Can I filter actionable items in smart lists in Zendesk Sell?
Yes, you can filter actionable items in smart lists within Zendesk Sell. By adding a filter to any smart list, you can view specific actionable items for your leads, contacts, or deals. Once the filter is applied, you can hover over the item to see…
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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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