About the smart list

Smart list name: Recently added leads list

Sell section: Leads

Suggested user level: Sell user or admin

Description:Create this smart list to report onnewly added leadsto your account. Add columns specific to taking quick actions on these new leads and understanding theirsource. Sales reps should create this view to see all leads recently assigned to them. Sales managers can create this view to stay on top of assigning incoming leads to users and reporting on valuable sources for leads.

How to create the report in Sell

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

1. In Sell, click theLeadsicon () in the sidebar.
2. Create a new smart listin the dealsWorking Centerof your Leads.
   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. • Leadname
      • Added Ondate:添加一个过滤器to display aMovingdate range if you want the list to automatically update for the time period or aFixeddate range to report on exact time periods.
      • Source
      • Status:添加一个过滤器to display onlyNewleads.
      • Ownership:添加一个过滤器to display your own leads or leads of all users.
      • Next Task
4. Other fields to consider adding:
   1. • Email address:Add the email field to make sure you have an email on file and can include a lead in abulk email campaign.
      • Phone number:Include the phone field toplace a callright from the smart list.
5. 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.