When to Use Custom Fields in Zendesk Sell
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 need to analyze data consistently. They provide a structured way to capture specific information that you can rely on for accurate reporting. For more details, check out the originalZendesk article.
More related questions
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 are…
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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