About the smart list

Smart list name: My contact rolodex

Sell section: Contacts

Suggested user level: Sell user

Description:Create this smart list in your account to easily access and contact the people contacts that are under your ownership. This contact smart list creates an easyclick-to-dialandbulk emailexperience, as well as a way to ensure that you are staying in touch with your critical contacts on the frequency that you desire. Each user can create their own personal list of the contacts in their account to check on each day.

How to create the report in Sell

Use the following steps to create the smart list in Sell.

1. In Sell, click theContactsicon () in the sidebar.
2. Create a new smart listin the dealsWorking Centerof your Contacts.
   Tip:Admins cancreate smart list templatesfor other users to add to their account by creating the report in their smart list template settings.
3. Click+ Fieldto add the following columns:
   
   1. • Contactname:添加一个过滤器to display onlypeoplecontacts.
      • Ownership:添加一个过滤器of only your name to display contacts assigned under your ownership.
      • Days Since Last Communication
      • Next Task
      • Phone number
      • Email address
      • Company
      • Added Ondate
4. Name your smart list and clickSave.

For more information, see the articles:

• About views and lists in Zendesk Sell
• 处理可操作的项目出售
• Using smart lists to bulk update and take action on your leads, contacts, and deals.