Using 'Move to Stage' in Zendesk Sell Smart Lists
What is the 'Move to Stage' action in Zendesk Sell smart lists?
The 'Move to Stage' action in Zendesk Sell smart lists allows you to quickly move selected deals to a different stage in your sales pipeline. This is particularly useful for managing your sales process and ensuring that deals are progressing as expected.
To use this action, select the deals you want to move and choose the 'Move to Stage' option from the toolbar. You can then select the desired stage, such as moving deals from 'Incoming' to 'Qualified'. This helps you keep your sales pipeline organized and up-to-date.
More related questions
How can I use smart lists to update multiple items in Zendesk Sell?
Smart lists in Zendesk Sell allow you to select multiple items for quick updates. You can use smart lists on the Leads, Contacts, and Deals pages to select multiple items and perform bulk actions, such as reassigning the owner of several deals at…
What actions can I perform on selected items in Zendesk Sell smart lists?
Zendesk Sell smart lists offer a variety of actions for selected items. You can perform several actions on leads, contacts, and deals, such as adding them to a call list, sending emails, tagging, reassigning owners, and deleting items. These…
How do I select multiple items in Zendesk Sell smart lists?
Selecting multiple items in Zendesk Sell smart lists is straightforward. You can use the select checkbox next to each item in the list to choose multiple items. If you want to select all items in the list, simply click the Select All checkbox on…
Can I merge leads and contacts using Zendesk Sell smart lists?
Yes, you can merge leads and contacts using Zendesk Sell smart lists. This action is specific to leads and contacts and allows you to combine multiple records into a single one, helping you maintain a clean and organized database. To merge, select…
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