Using Tags vs. Custom Fields in Sell - Frequently asked questions
Frequently asked questions
When should I use custom fields in Zendesk Sell?
Custom fields are best for storing and standardizing information. They help keep your leads, contacts, and deals organized and are less prone to user error. Additionally, custom fields are easily reportable, making them a great choice when you…
What are the benefits of using tags in Zendesk Sell?
Tags are great for filtering data and showing associations between your leads, contacts, and deals. They offer flexibility in organizing your data. Tags are particularly useful for completing bulk actions, as you can add and remove them in bulk…
How do tags and custom fields differ in reporting capabilities?
Custom fields offer robust reporting capabilities, making them ideal for consistent data analysis. They allow you to capture specific information that can be easily reported on. On the other hand, tags have limited reporting options. While they…
Can I use tags for bulk actions in Zendesk Sell?
Yes, tags are perfect for bulk actions in Zendesk Sell. You can add and remove them in bulk using smart lists, making them a flexible tool for managing large amounts of data. This feature is particularly useful when you need to quickly organize or…
Why are custom fields less prone to user error in Zendesk Sell?
Custom fields are less prone to user error because they provide a structured way to capture information. This standardization ensures that data is entered consistently across all records. By using predefined fields, you minimize the risk of…
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“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
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“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
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