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How to export your smart list in Zendesk Sell

Here is how to export your smart list in zendesk sell

  1. In the left sidebar, click on Leads, Contacts, or Deals, depending on where the smart list you want to export is located
  2. Then click on the "Options" menu (three dots) next to the name of the smart list
  3. Next click on the "Export" option from the dropdown menu
  4. Finally click on the "Export complete" notification to download the Excel file

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Why should you export your smart list in Zendesk Sell

Zendesk is a powerful customer service tool designed for businesses to streamline their communication and sales processes.

Exporting your smart list in Zendesk Sell allows you to effortlessly compile and analyze data. This feature helps ensure you can maintain organized records of customer interactions, improving strategic decision-making.

With this functionality, managing prospect and customer information becomes efficient, facilitating seamless sales operations and enhancing productivity.

Last update
March 2, 2026
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