Understanding Index View for Leads and Contacts in Zendesk Sell
What is the Index view for leads and contacts in Zendesk Sell?
The Index view is the default view for leads and contacts in Zendesk Sell, offering a simplified way to manage your data. It focuses on the name of the person or company, allowing you to easily sort and filter your list using the filters panel.
In Index view, leads are sorted alphabetically by name, and you can search for specific leads or filter based on criteria like status or latest activity date. This view also allows you to contact leads via email or phone and convert leads to contacts. The Index view for contacts works similarly, providing a streamlined way to sort, filter, and communicate with your contacts.
More related questions
How can I view my leads and contacts in Table view in Zendesk Sell?
To view your leads and contacts in Table view, simply click the Table view icon in the top right corner of the page. This view is particularly useful for seeing a series of information about your leads, contacts, or deals, as it allows you to add…
How can I display my deals in Stage view in Zendesk Sell?
Stage view is the default view for deals in Zendesk Sell, showing you the stage each deal is at in the sales pipeline. You can click on stage tabs like Incoming, Qualified, Quote, Closure, and Closed to see all deals at that stage. At the bottom of…
What is the Board view for deals in Zendesk Sell?
Board view in Zendesk Sell provides an overview of all your deals and their stages in the sales pipeline. Each column represents a stage, and you can move deals between stages by dragging and dropping the deal cards. You can customize the…
How do I create smart lists and export data in Zendesk Sell?
Creating smart lists in Zendesk Sell involves applying filters and customizing the fields you want to see for your leads, contacts, and deals. Once you've set up your smart list, you can export the data for further analysis or reporting. To learn…
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.
