Using the Global Search Bar in Zendesk Sell
How do I use the global search bar in Zendesk Sell?
The global search bar in Zendesk Sell allows you to search your entire account for information you have permission to view.
To use the global search bar, simply enter the phone number or any other information you are looking for. This tool searches across your entire Sell account, making it a convenient way to find leads, contacts, or deals associated with the phone number. Ensure you have the necessary permissions to view the information you're searching for.
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More related questions
How can I search for a phone number in Zendesk Sell?
You can search for a phone number in Zendesk Sell using the global search bar, Communication Center, or by creating a smart list. To find a phone number, you can use the global search bar to search your entire Sell account for any information you…
What should I do if I can't find a phone number in Zendesk Sell?
If you can't find a phone number in Zendesk Sell, try reaching out to a manager or admin for help. Sometimes, the information you need might not be visible due to permission settings. In such cases, contacting the topmost manager or admin on your…
How can I create a smart list to find phone numbers in Zendesk Sell?
Creating a smart list in Zendesk Sell can help you find phone numbers by filtering records. To create a smart list, navigate to the section where the phone number is missing, such as Leads, Contacts, or Deals. Add the Phone number column to your…
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