Understanding 'My deal pipeline' in Zendesk Sell
What is the 'My deal pipeline' smart list in Zendesk Sell?
The 'My deal pipeline' smart list in Zendesk Sell helps you manage all deals assigned to you. It allows you to prioritize tasks and communications to ensure deals progress smoothly. Additionally, it provides insights into the deal value and the likelihood of closing each month.
By creating this smart list, you can keep track of your active deals, excluding those in a closed state, and focus on the next steps needed to move them forward. This tool is particularly useful for Sell users who want to streamline their deal management process. For more details, you can check the originalZendesk help article.
More related questions
How do I create a 'My deal pipeline' smart list in Zendesk Sell?
To create a 'My deal pipeline' smart list in Zendesk Sell, start by clicking the Deals icon in the sidebar. Then, create a new smart list in the deals Working Center. Add the necessary columns such as Deal Name, Value, Win Likelihood, and more….
What columns should I include in my 'My deal pipeline' smart list?
When setting up your 'My deal pipeline' smart list, include columns like Deal Name, Value, Win Likelihood, and Estimated Close Date. You should also add Pipeline Stage and Ownership filters to focus on active deals owned by you. Additionally,…
Can admins create smart list templates for other users in Zendesk Sell?
Yes, admins in Zendesk Sell can create smart list templates for other users. This is done by setting up the report in their smart list template settings. By creating templates, admins can ensure consistency across the team and make it easier for…
What filters should I apply to my 'My deal pipeline' smart list?
For your 'My deal pipeline' smart list, apply filters to display only active deals and exclude those in a closed state. Additionally, use the Ownership filter to show only deals owned by you. These filters help you focus on the deals that require…
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