Master Smart Lists
Feature Request Summary
Admin ability to deploy new and edited Smart Lists to Users that are not editable by Users.
Context
Typically templates are a framework that a user can use as a starting point. For example, a document template in Microsoft Word is a starting point, not an end outcome. You'll start with a template, then modify it to suit the purpose of the document you're writing, a request for information, a resume, or a letter to long lost aunt.
When it comes to Smart Lists in Zendesk Sell, templates have a place. However there is a need to have all staff on the same page when it comes to metrics, who they're following up, etc. Smart List Templates do not fill this need as they are the equivalent to Microsoft Word documents.
What we want is to have an admin user create a list of prospects/leads/contacts that fit a specific criteria, and deploy that to a group of users, or to all users. Such that management knows that when they ask about a client segment, both users and management are talking about the exact same thing, not what they think is the same thing.
This means that the business (Management and Users) can talk about a end users (clients) of a product in a region with an annual spend of x or greater, they are both exactly on the same page literally, they're both looking at the same Master Smart List.
The current workflow using existing Smart Lists is:
1. Communication (Admin to Users) required to get the Users to access the Smart List
2. User to take an action (they have to actually do the doing)
3. Now they have the Smart List
Sadly, they can also now edit the Smart List, and it's no longer an accurate representation of what's desired.
Also, if Management updates the criteria, we need to repeat the process above, adding that we also request a second action from the User, that is, to delete the previous Smart List.
If we've got 10 users, and they each take a minute to read the communication we send in step 1, two minutes to take the action in step 2. That's three minutes total.
If we then modify the criteria, we repeat this all again. It may even take a little longer.
So for deploying a Smart List to 10 users and shipping one change to it is an hour of wasted time.
With 50 users, that's 5 hours of wasted time.
And we're assuming they all do the above without drama or mistake. That they don't go changing it. That if they have changed a Smart List, that it doesn't cause further drama (this is the REAL killer here).
Desired Outcome
Have an admin user able to select a Smart List, deploy it to a distribution (or all users) and have that Master Smart List appear for the Users, and not be editable by the users.
This means to deploy a new Master Smart List and ship a change to it takes a few minutes for 10 users, and exactly no more time for 50 users.
5 minutes (and no time required to write up that communication) vs 5 hours.
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Along with the (missing) ability to define a default dashboard for all/some users, this is a very important need for all kind of clients to pre-set the environment of their team.
Therefore having these Master Smart Lists, managed by an admin, and automatically distributed to the users (that should not have to add a list then use a template) is a huge point.
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@Jean-Sébastien it sure is - I'm hoping that the Zendesk Sell team can add this in
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+1
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Hi Zendesk team, any new features planned for smart lists?
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Hi Julio -
The product team has told us there are no new features planned for smart lists at this point in time.
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