Using Board View for Deals in Zendesk Sell
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 information displayed on the cards by clicking Customize cards at the top right of the board. This allows you to choose the details you want to see, making it easier to manage and track your deals.
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…
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…
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…
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…
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