Using Sell smart lists

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

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

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

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

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

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

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

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

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

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