Understanding Working Lists in Zendesk Sell
What are working lists in Zendesk Sell?
Working lists in Zendesk Sell are views that display your data, such as leads, contacts, or deals. These lists help you sort through and manage your data effectively.
As you apply filters to your data, your working lists will reflect these changes, allowing you to see only the information that is relevant to you. This makes it easier to manage large amounts of data and focus on what's important.
More related questions
How can I customize views in Zendesk Sell?
You can customize views in Zendesk Sell by applying filters to your data. This allows you to tailor your view to see only the information you need, such as customers tagged as "premium" or contacts who are current customers. By using filters, you…
What are smart lists in Zendesk Sell?
Smart lists in Zendesk Sell are saved views of your data that you can easily access at any time. They allow you to save a customized, filtered view of your leads, contacts, or deals, so you don't have to reapply filters every time you want to see…
How do I use the Working Center in Zendesk Sell?
The Working Center in Zendesk Sell is your hub for managing smart lists and accessing your leads, contacts, and deals. It allows you to view all the smart lists you've created and manage them efficiently. Depending on which Working Center you have…
How can I track communication channels in Zendesk Sell?
In Zendesk Sell, you can track communication channels by creating smart lists that focus on activities like calls, emails, and text messages. This allows you to monitor and analyze your interactions with leads, contacts, and deals. By setting up…
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