View Deals in Board View on Zendesk Sell
How do I view my deals in Board view in Zendesk Sell?
Viewing your deals in Board view provides a kanban-style overview of your sales pipeline. To access it, go to the Sell sidebar and click on Deals. Then, open the Working Center to see all your smart lists. Select the smart list you want to view and click on the Board view icon at the top right. This will display your deals as a kanban board, with each column representing a stage in your sales pipeline.
More related questions
How can I add fields to my Zendesk Sell smart list?
Adding fields to your Zendesk Sell smart list is a breeze! Simply navigate to the Sell sidebar and click on Leads, Contacts, or Deals. Then, head over to the Working Center to view all your smart lists. In the top right corner of your chosen smart…
What are the different views available for smart lists in Zendesk Sell?
Zendesk Sell offers several views for smart lists to suit your workflow. You can choose from Index view, Table view, Stage view (for Deals), and Board view. Each view provides a unique way to organize and filter your data. Index view displays your…
How do I view my smart list in Index view in Zendesk Sell?
Viewing your smart list in Index view is straightforward. Go to the Sell sidebar and click on Leads, Contacts, or Deals. Then, access the Working Center to see all your smart lists. Select the smart list you want to view and click on the Index view…
How can I view my smart list in Table view in Zendesk Sell?
To view your smart list in Table view, navigate to the Sell sidebar and click on Leads, Contacts, or Deals. Then, open the Working Center to access all your smart lists. Choose the smart list you want to view and click on the Table view icon at the…
What is Stage view in Zendesk Sell and how do I use it?
Stage view in Zendesk Sell is a specialized view for Deals that shows the stages in the sales pipeline. To use it, go to the Sell sidebar and click on Deals. Access the Working Center to see all your smart lists, select the one you want, and click…
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