Using Templates to Create Smart Lists in Zendesk Sell
How do I create a new smart list from a template in Zendesk Sell?
Creating a new smart list from a template in Zendesk Sell is easy and allows users to leverage pre-defined structures.
To do this, open the Working Center and click Templates. Choose a template to view the working list for leads, contacts, or deals. You can use the template as is or customize it further by adding fields or setting field options. Once satisfied, click Use template to add it as a new smart list. Note that the records displayed in a smart list may vary between users based on their data permissions.
More related questions
How can I create a smart list template in Zendesk Sell?
Creating a smart list template in Zendesk Sell is a straightforward process. Admin users can create these templates to standardize and streamline sales pipeline management for all Sell users. To create a template, navigate to the Settings in Sell,…
Can I edit or delete a smart list template in Zendesk Sell?
Yes, admins can edit or delete smart list templates in Zendesk Sell. Editing a template won't affect existing smart lists created from it, only new ones. To edit a template, go to Settings, then Customize for Leads, Contacts, or Deals, and click…
What are the benefits of using smart list templates in Zendesk Sell?
Smart list templates in Zendesk Sell offer a standardized way to manage sales pipelines, making it easier for teams to stay organized. By using templates, admins can ensure that all users have access to consistent and efficient methods for tracking…
Why can't another admin user edit or create smart list templates in Zendesk Sell?
If another admin user is unable to edit or create smart list templates, it might be due to permission settings or a technical issue. Ensure that the user has the necessary admin permissions to access and modify templates. If permissions are correct…
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