As described inAbout views and lists in Zendesk Sell, you can save the changes you make to the views of your leads, contacts, and deals data (your working lists), as smart lists. Smart lists are saved views of your data that you can access at any time without having to repeatedly customize a view with filters, select specific leads/contacts/deals, and so on.
This article covers the following topics so you can create and use smart lists:
- Defining a smart list
- Saving your working list as a smart list
- Accessing your smart lists
- Editing smart lists
- Duplicating smart lists
- Deleting smart lists
- Using Table view
Related articles:
Defining a smart list
To begin customizing the views of your Sell lead, contact, or deal data, use the views and filters that are available on the Leads, Contacts, and Deals tabs. This is described inChanging how your Leads, Contacts, and Deals data is displayed.
These views contain lists of your data, which are referred to asworking lists.
Your working list displays your data, (for example the list of your leads). As you apply filters to your lists, your working lists reflect those modified views of your data.
Saving your working list as a smart list
When you’ve created a view of your data (a working list), that you want to save for future use, you can save the working list as a smart list.
对save your working list as a smart list
- On the sidebar, clickLeads,Contacts, orDealsto define the view of data you want to save.
- At the top of the working list, clickSave as Smart List.
- 输入一个名称为您的智能列表,然后单击Save.
Accessing your smart lists
The Working Center is a view of your lists. Each Working Center contains a link to the complete (uncustomized, unfiltered), list of your data. For example, if you open the Contacts Working Center, you’ll see the base working list, plus any smart lists you’ve created.
To access your smart lists in the Working Center
- On the sidebar, clickLeads,Contacts, orDeals.
- ClickWorking Center(
).
In the Working Center you can click open your lists, create a new smart list, or set up smart list templates.
To create a new smart list in the Working Center
- On the sidebar, clickLeads,Contacts, orDeals.
- ClickWorking Center().
- ClickNew.
- An uncustomized, unfiltered working list opens. Customize and filter the list as you want, then clickSave.
- Enter a name for the smart list.
- ClickOK.
Your new smart list is immediately available in the Working Center (seeCreating and using smart list templates).
Editing smart lists
Editing a smart list is as simple as opening it, making changes to it (for example, adding or removing a filter), and then saving the update.
To edit a smart list
- Select the smart list you want to edit.
- Make changes to the smart list, then at the top of the list, clickSave.
If you don’t want to save the changes you made to your smart list, clickUndo all changes.
Duplicating smart lists
You can duplicate a smart list if you want to base a new smart list on an existing one. For example, if you wanted a list of your premium leads for a specific lead owner.
To duplicate a smart list
- Select the smart list you want to duplicate.
- To the right of the smart list name, clickSettings(
).
- ClickDuplicate.
- Enter a name for the smart list.
- ClickOK.
- The duplicate smart list displays.
- Make any changes that you need to, then clickSave.
For more information, seeExporting a smart list.
Deleting smart lists
When you delete a smart list, it does not delete any of the data in the list. This is because it is a view of your data, based on filters that you have applied.
Deleting a smart list only deletes the saved view of filters and columns that you have created. It does not delete the data in the list. If you want to delete leads, contacts, and deals completely from your account, and not just the list, seeDeleting leads and contactsorDeleting deals.
To delete a smart list
- To the right of the smart list name, clickSettings().
- From the drop down menu, click删除.
- You are prompted to confirm that you want to delete the list. If yes, then click删除.
Using Table view
你可以让它更容易查看your lists by using filters and adding only the fields that you want to see in Table view. You can also edit directly inline and drag and drop the order that you view the items in your list.
To switch to Table view and add fields and filters to your list
- To switch to Table view
- On the sidebar, clickContacts,Leads, orDeals.
- In the top right corner, click on theTable view(
) icon.
- To add fields
- In the top right corner of yourContacts,Leads, orDeals列表中,点击+ Field.
- Search for the field that you want to add.
- To sort by type
- Click the dropdown menu arrow next to the column title.
- To apply filters
- Hover over the name of the column you want to filter.
- Select the check box/es that apply or choose a filter from the drop down list.
Your choices vary depending on the column that you're applying a filter to.
3 Comments
Hi! We would be really happy if it would be possible to share smart lists between members of an organization instead of having to work with "fixed" templates. Do you plan to release such a function any time soon? Kind regards, Laura
Hi
What is the limit to how many records will show in a list?
Also, if I create a list that shows thousands of records, if the list view doesn't show them all, is it still possible to export them all to a csv?
Many thanks
Chad
Smart list does not have limit in the records to be displayed. Yes, you can export a Smart list into a CSV by following the steps in the article:Exporting a smart list.
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