Sell Smart list recipe: Leads: Lead visit tracking

About the smart list

Smart list name: Lead visit tracking

Sell section: Leads

Suggested user level: Sell user

Description:  Create this smart list in your account to report on the leads you recently logged a visit with using Sell’s visit functionality. Add columns specific to taking quick actions on these leads and understanding key details about the last visit. 

Note: You will only have access to these columns in a smart list if an admin enables visit tracking for the account.

How to create the report in Sell

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

1. In Sell, click the Leads icon () in the sidebar.
2. Create a new smart list in the deals Working Center of your Leads.
   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: 
   
   1. • Lead name
      • Ownership: Add a filter to display only leads owned by you or other users. 
      • Last Visit Date: Add a filter to display only leads with a visit logged. Apply a Fixed date to select a static timeframe or a Moving date to allow the timeframe to automatically update. 
      • Last Visit Outcome
      • Last Visit Owner
      • Last Visit Summary 
4. Other fields to consider adding:
   1. • Email address: Add the email field if the next step after a visit is to send a bulk email campaign.
      • Phone number: Include the phone field to place a call and follow up on the visit.
5. 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 batch update and take action on your leads, contacts, and deals.