Zendesk Sell - Icon for new activity
Our team struggles to see new activity on a deal or lead in the system when any user can add info. It would be nice if there was a status change or icon/filter to see any new activity on a deal/lead.
Example: When I am waiting on something for a lead, I change it to Raw but keep my filters on New to work the new lead when they come in. When someone else adds the file I am looking for or follows up, it gets lost in the mix or does not get seen.
Hello Elijah Pokrop,
thank you for your feedback. Let me just check that I understand your ask correctly. What I understand is that you want to be able to easily notice when there has been any new activity on a deal or a lead, regardless of what their status is, so that you don't miss it in the mix of other deals and leads?
Have you tried using Days Since Last Communication or Last Activity Date columns in your smart list? If you haven't, check out these articles: Creating and using smart lists and Sell standard calculated fields. If you have, can you share what is insufficient about it?