Purpose of Active Leads Smart List in Zendesk Sell
What is the purpose of the Active Leads smart list in Zendesk Sell?
The Active Leads smart list in Zendesk Sell helps you manage and report on leads that are currently active in your account. This list allows sales reps to focus on their own leads, while sales team managers can view all active leads. By adding specific columns, you can easily track recent communications, upcoming tasks, and continue qualifying leads towards conversion.
To create this list, you can add columns such as Lead name, Company, Status, Ownership, Days Since Last Communication, and Next Task. This setup ensures you have a comprehensive view of your active leads and can take necessary actions to move them through the sales funnel. For more details, you can refer to the originalZendesk help article.
More related questions
How can I create an Active Leads smart list in Zendesk Sell?
Creating an Active Leads smart list in Zendesk Sell involves a few simple steps. First, click the Leads icon in the sidebar and create a new smart list in the deals Working Center of your Leads. Admins can also create templates for other users….
What columns should I include in my Active Leads smart list?
When setting up your Active Leads smart list, it's important to include columns that provide a comprehensive view of your leads. Essential columns include Lead name, Company, and Status, with a filter to exclude unqualified leads. You should also…
Can I customize the Active Leads smart list for my sales team?
Yes, the Active Leads smart list can be customized to fit the needs of your sales team. Admins have the ability to create smart list templates that other users can add to their accounts. This allows for a tailored approach where sales reps can…
What are some additional fields to consider for the Active Leads smart list?
In addition to the essential columns, there are several other fields you might consider adding to your Active Leads smart list. Including the Email address and Phone number fields ensures you have the necessary contact information for communication…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“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.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“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.”
Freecash
Reduce support costs.Spend more time on customer success.
