Tracking Leads and Contacts by Industry in Zendesk Sell
How can I track leads and contacts by industry in Zendesk Sell?
You can easily track your leads and contacts by industry using the Industry field in Zendesk Sell. This field is pre-defined but can be edited to suit your needs. Once you've marked your leads and contacts by their industry, you can use filters to view and manage them effectively.
To get started, navigate to the Leads and Contacts settings pages where the Industry field is already included in the profile information. You can edit a lead’s profile to add or change their industry. For more detailed steps, check out theoriginal Zendesk article.
More related questions
Can I customize the list of industries in Zendesk Sell?
Yes, you can customize the list of industries in Zendesk Sell. Admin users have the ability to edit the Industry field on the Leads and Contacts settings pages. To do this, click the Settings icon, then select Customize > Leads or Customize >…
How do I use the Industry field as a filter in Zendesk Sell?
The Industry field can be used as a filter to view and manage your leads and contacts in Zendesk Sell. By adding the industry field as a view filter option, you can create smart lists and organize your data more effectively. This allows you to…
Are the default industry values used elsewhere in Zendesk Sell?
The default industry values in Zendesk Sell are utilized in Explore and Smart Lists. However, these values can be adjusted based on your custom settings. This means you have the flexibility to modify the industry values to better fit your company's…
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