Understanding Actionable Items in Zendesk Sell
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 highlighting what needs your attention.
You can view these actionable items from various places within Sell, including the Working Center, Leads, Contacts, and Deals pages, as well as through any smart lists you've created. This ensures you have multiple ways to keep track of important tasks and communications. For more details, check out theoriginal link.
More related questions
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…
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…
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