The 'Last Activity Date' field in Zendesk Sell shows the most recent date when specific actions occurred, such as completing a task, adding a note, logging a call, or sending an email or text message. This field helps you keep track of the latest interactions with your leads or contacts.
It's important to note that this field does not update when you create tasks or edit objects. Instead, it focuses on completed actions, providing a clear view of your recent activities.
Standard calculated fields in Zendesk Sell are fields and columns that automatically update based on specific activities or events. These fields help you track important interactions and changes, such as when a deal is closed or when you last…
The 'Days Awaiting My Response' field in Zendesk Sell tracks the number of days you haven't responded to a lead or contact who reached out to you. This field helps you manage your follow-up tasks and ensures timely communication with your leads and…
The 'Next Task' field in Zendesk Sell provides information about the next due task, including the type of task, its due date, and the person it's assigned to. This field helps you stay organized and ensures that you don't miss important tasks…
The 'Actionable' field in Zendesk Sell indicates the number of overdue tasks or unread emails associated with a lead, contact, or deal. This field helps you quickly identify items that require your attention, ensuring that you address any pending…
The 'Views of My Last Email' field in Zendesk Sell tracks the number of times a contact or lead has opened an email you sent. This field provides insights into the engagement level of your emails, helping you gauge the interest of your recipients….