Set Up and Use Smart Lists in Zendesk Sell
How do I set up and use smart lists in Zendesk Sell?
Smart lists in Zendesk Sell are a powerful tool for organizing and managing your leads, contacts, and deals. They allow you to filter and sort your data based on specific criteria, making it easier to focus on the most important tasks.
To set up a smart list, navigate to the 'Using smart lists' section in your Sell settings. Here, you can create and customize lists to suit your needs, export them for further analysis, and use them to bulk update your records. Smart lists help you stay organized and efficient in managing your sales pipeline.
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Zendesk Sell offers two main communication channels: Email and Voice, including text messaging. These channels help you manage all customer interactions in one place. With the email integration, all emails sent or received from leads or contacts…
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What is the Zendesk Sell mobile app and how can I use it?
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Integrating Zendesk Sell with other apps enhances its functionality and allows for seamless data synchronization across platforms. You can connect Sell with apps like Google, Microsoft 365, Mailchimp, and more. These integrations enable you to sync…
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