Recent searches


No recent searches

Using Sell smart lists


Sales smart list fields reference

What's my plan? In Sell, you can create and use smart lists in many different constructions to best s...

Edited Aug 26, 2024

1 vote  ·  2 comments

1

Vote

2

Comments


Useful smart list recipes for sales

What's my plan? The common smart list recipes in this article link to relevant popular smart lists used by sales re...

Edited Jun 21, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Adding and viewing smart list fields

What's my plan? You can add smart list fields to your leads, contacts, or deals smart lists to ensure that you get ...

Edited Jun 21, 2024

0 votes  ·  2 comments

0

Votes

2

Comments


Sell smart lists resource guide

What's my plan? Sell smart lists allow you to gain an overview of your sales pipeline. You can use them to project ...

Edited Jun 21, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Creating and using smart lists

What's my plan? As described in About views and lists in Zendesk Sell, you can save the changes you make to the vie...

Edited Jun 21, 2024

1 vote  ·  3 comments

1

Vote

3

Comments


Viewing and managing your smart lists in the Working Center

What's my plan? You can see the smart lists you’ve created for your leads, contacts, and deals in the Working Cente...

Edited Jun 21, 2024

0 votes  ·  0 comments

0

Votes

0

Comments


Creating and using smart list templates

What's my plan? Smart lists are created by individual Sell users for their own use (see Creating and using smart li...

Edited Jun 21, 2024

1 vote  ·  2 comments

1

Vote

2

Comments


Working with actionable items in Sell

What's my plan? Actionable items are tasks or communication activities that require a follow up in Sell, ...

Edited Jun 21, 2024

1 vote  ·  2 comments

1

Vote

2

Comments


Filtering your working list and smart lists

What's my plan? You can filter the leads, contacts, and deals displayed in your working lists and smart lists by co...

Edited Jun 21, 2024

1 vote  ·  0 comments

1

Vote

0

Comments


Tracking your communication channels in Sell

What's my plan? As described in Creating and using smart lists, you can save the modifications you make to the views...

Edited Aug 26, 2024

0 votes  ·  6 comments

0

Votes

6

Comments


Exporting a smart list

What's my plan? Creating a smart list enables you to filter, sort, and export your data into a customizable report ...

Edited Jun 21, 2024

2 votes  ·  5 comments

2

Votes

5

Comments


Viewing your smart lists in Sell

What's my plan? You have several view options for tracking the details and activity for your leads, contacts, and d...

Edited Jun 21, 2024

0 votes  ·  2 comments

0

Votes

2

Comments


Using smart lists to bulk update and take action on your leads, contacts, and deals

What's my plan? The smart list views available on the Leads, Contacts, and Deals pages allow you select multiple ...

Edited Jun 21, 2024

1 vote  ·  1 comment

1

Vote

1

Comment