Saving Customized Activity Reports
Is it possible to save customized activity reports in Zendesk Sell?
Once you customize an activity overview report with specific date ranges and filters in Zendesk Sell, these settings will be retained when you revisit the activity reports. However, there is no explicit 'save' feature for these customizations.
This means you can easily return to your preferred view without needing to reapply filters each time.
More related questions
How can I view activity reports in Zendesk Sell?
To view activity reports in Zendesk Sell, you need to navigate through the Sell sidebar. Click on the Reports icon, then select the Activity Reports icon on the Reports page. From there, you can choose to view specific reports such as Call…
What is the Activity Overview report in Zendesk Sell?
The Activity Overview report in Zendesk Sell provides a comprehensive view of various sales activities. It tracks calls made, emails sent, appointments held, tasks completed, notes taken, text messages sent, and visits. You can customize the report…
How can I customize call outcomes in Zendesk Sell?
Customizing call outcomes in Zendesk Sell allows you to tailor the report to better reflect your sales process. To do this, go to the Sell sidebar, click on the Settings icon, then navigate to Communication Channels > Voice and text. Under the Call…
What does the Email Outcomes report show in Zendesk Sell?
The Email Outcomes report in Zendesk Sell provides insights into the results of email communications with leads and contacts. It tracks two default outcomes: 'Sent - no reply' and 'Replied'. You can view these outcomes by sales teams and individual…
How does the Visit Outcomes report work in Zendesk Sell?
The Visit Outcomes report in Zendesk Sell tracks in-person interactions between sales teams and contacts. It includes outcomes like Interested, Not Interested, No Answer, Come Back Later, and Customer Onsite. This data is manually captured using…
Can I filter activity reports by tags in Zendesk Sell?
Currently, Zendesk Sell does not offer the option to filter activity reports by tags. The available filters allow you to refine data by leads, contacts, deals, teams, groups, or team members. For more information on using tags in Zendesk Sell, you…
Can I add activity reports to the dashboard home page in Zendesk Sell?
Currently, Zendesk Sell does not support adding activity reports directly to the dashboard home page. However, you can share your feedback with Zendesk's product managers for consideration in future updates. For now, you can access activity reports…
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