Creating and using smart lists

As described in About views and lists in Zendesk Sell, the changes you make to the views of your leads, contacts, and deals data (your working lists) can be saved as smart lists. These are saved views of your data that you can easily access at any time without having to once again customize a view with filters, select specific leads and contacts and deals, and so on.

This article covers how you create and use smart lists and includes the following topics:

• Defining a smart list
• Saving your working list as a smart list
• Accessing your smart lists
• Editing smart lists
• Duplicating smart lists
• Deleting smart lists 

Defining a smart list

To begin customizing the views of your Sell lead, contact, and deal data, you use the views and filters that are available in the Leads, Contacts, and Deals pages. These are described in Changing how your Leads, Contacts, and Deals data is displayed.

These views contain lists of your data, which are referred to as working lists.

Your working list displays your data (the list of your leads, for example) and as you apply filters to your lists your working lists reflect those modified views of your data.

Saving your working list as a smart list

When you’ve created a view of your data (a working list) that you want to save for future use, you save the working list as a smart list.

To save your working list as a smart list

1. In the Leads, Contacts, or Deals pages define the view of data you want to save.
2. At the top of the working list, click the Save as Smart List button.

   

3. You’ll be prompted to name and save your new smart list.

You smart lists are accessible from the Working Center.

Note: The smart lists you create are only available to you. If you want to create smart lists that all users of Sell can also use, you need to create a smart list templates. For more information, see Creating and using smart list templates.

Accessing your smart lists

The Working Center is a view of your lists. Each Working Center contains a link to the complete (uncustomized, unfiltered) list of your data. For example, if you open the Contacts Working Center, you’ll see that base working list plus any smart lists you’ve created.

To access your smart lists in the Working Center

• In the Leads, Contacts, or Deals tabs, click the Working Center icon.

  

From within the Working Center you can click open your lists, create a new smart list, or set up smart list templates.

To create a new smart list in the Working Center

1. Open the Working Center.
2. Click the New button.
3. An uncustomized, unfiltered working list is opened. Customize and filter the list as you want, then click the Save button.
4. You’ll be prompted to enter a name for the smart list.
5. Click OK.

Your new smart list is immediately available in the Working Center.

For information about setting up smart list templates, see Creating and using smart list templates.

Editing smart lists

Editing a smart list is as simple as opening it, making changes to it (adding or removing a filter, for example), and then saving the update.

To edit a smart list

1. Select the smart list you want to edit.
2. Make changes to the smart list.

Click the Save button, which is shown at the top of the list.

If you don’t want to save the changes you made to your smart list, click Undo all changes.

Duplicating smart lists

You can duplicate a smart list if, for example, you want to base a new smart list on any existing one. For example, if you wanted a list of your premium leads for a specific lead owner.

To duplicate a smart list

1. Select the smart list you want to duplicate.
2. Click the Settings button that is shown next to the smart list name.

   

3. Select Duplicate.
4. You’ll be prompted to enter a name for the smart list.
5. Click OK.
6. The duplicate smart list is displayed. Make changes, then click the Save button.

For information about exporting a smart list, see Exporting a smart list.

Deleting smart lists

You can delete your smart lists by also clicking the Settings button. When you select Delete, you’ll be prompted to confirm that you want to delete the list.