How to create a smart list template in Zendesk Sell
Here is how to create a smart list template in zendesk sell
- First in Zendesk sell, click on the "Settings" icon in the left sidebar
- Then click on Leads, Contacts or Deals under Customize section
- Click on "Smart List Templates" tab in the settings area
- Next click on "New template" button at the bottom right corner
- Now start adding fields, set field options, and refine the working list as needed
- Next click the "Pencil" icon in the smart list name
- Enter the name for your smart list template
- Finally, click the "Save template" button to save the template
Why should you create a smart list template in Zendesk Sell
Zendesk is a versatile platform designed to improve customer engagement and streamline operations for businesses of all sizes.
Creating a smart list template in Zendesk Sell empowers sales teams to efficiently track and manage client data. This feature allows users to customize data filters, saving valuable time and ensuring that sales professionals focus on high-priority tasks.
By utilizing smart list templates, sales teams can easily generate reports and insights, leading to more informed decision-making and enhanced productivity.
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