About the smart list

Smart list name: My contact rolodex

Sell section: Contacts

Suggested user level: Sell user

Description:  Create this smart list in your account to easily access and contact the people contacts that are under your ownership. This contact smart list creates an easy click-to-dial and bulk email experience, as well as a way to ensure that you are staying in touch with your critical contacts on the frequency that you desire. Each user can create their own personal list of the contacts in their account to check on each day.

How to create the report in Sell

Use the following steps to create the smart list in Sell. 

  1. In Sell, click the Contacts icon () in the sidebar.
  2. Create a new smart list in the deals Working Center of your Contacts.
    Tip: Admins can create smart list templates for other users to add to their account by creating the report in their smart list template settings.
  3. Click + Field to add the following columns: 
      • Contact name: Add a filter to display only people contacts.  
      • Ownership: Add a filter of only your name to display contacts assigned under your ownership. 
      • Days Since Last Communication
      • Next Task
      • Phone number
      • Email address
      • Company
      • Added On date
  4. Name your smart list and click Save.

For more information, see the articles:

  • About views and lists in Zendesk Sell
  • Working with actionable items in Sell
  • Using smart lists to bulk update and take action on your leads, contacts, and deals.
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