You have several view options for tracking the details and activity for your leads, contacts, and deals in Zendesk Sell. The Leads, Contacts, and Deals pages each provide two separate views that helpfully present your data in different ways.
In the Leads and Contacts pages, you can view your data as either an index or in table format. In the Deals page, you can track deal activity in the stages of the sales pipeline and in a table view. The details and advantages of each of these views of your Sell data is explained here.
You can also use fields such as first name, last name, date added, and your custom fields to filter and view the data for your leads, contacts, and deals. See Filtering your working list and smart lists.
This article covers the following topics:
- Displaying leads and contacts in the Index view
- Displaying leads and contacts in the Table view
- Displaying your deals in the Stage and Table views
- Creating smart lists and exporting your data
Displaying leads and contacts in the Index view
For the Leads and Contacts pages, the default view is the Index view.
The Index view is a simplified way to work with your data without clouding your view with other fields. Focus on the name of the person or company and reference the fields in your list using the Filters panel located to the right of your list.
Your leads are sorted by name and you can search for a specific lead or filter the list based on some criteria such as the status or by latest activity date (see Filtering your working list and smart lists).
In the Leads page, you can also use the index list to contact your leads by email or by calling them. You can convert leads to contacts.
The Index view in the Contacts page is similar to the Index view in the Leads page. You can use the list to sort, filter, and communicate with your contacts.
Displaying leads and contacts in the Table view
The Table view is useful for viewing a series of information about your leads, contacts, or deals. The Table view gives you context and enables you to add additional fields in the form of columns to see the data for those fields.
You can switch between the Index and Table views by selecting either view at the top of the page.
Like the Index view, the Table view displays a list of your leads or contacts. However, the Table view also displays columns of additional data fields that give you, in one glance, more information about the lead or contact.
For leads, the following data fields are displayed by default: Company, Status, Ownership, Last Activity Date, and Days Since Last Communication.
The data fields that are displayed by default for contacts are: Ownership, Last Activity Date, and Days Since Last Communication.
You can also add more data fields to the table. For more information, see Creating and managing custom fields.
Displaying your deals in the Stage and Table views
In the Deals page, the default view is the Stage view, which shows you at what stage each of your deals are in the sales pipeline.
Clicking a stage tab within this view (Incoming, Qualified, Quote, Closure, Closed), displays all the deals that are at that stage in the sales pipeline.
At the bottom of the page summary information (Total Deals, Total Value, Avg. Value) is displayed for each stage in the pipeline.
As in the Index views for leads and contacts, in the Stage view you can also apply filters to refine your list. For example, you may want to view which deals were won or lost or review your deals by value (how much money they brought in).
The Table view displays, by default, the Stage, Value, Ownership, Last Activity Date, and Days Since Last Communication data fields.As with leads and contacts, you can add more data fields to the Table view.
Creating smart lists and exporting your data
The views of data that you create to evaluate your lead, contacts, and deals data (by applying filters and customizing the fields you want to see) can be saved as smart lists and you can also export the data.
For more information, see the following articles: