Sales smart list fields reference

<body>
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<div class="div docs-wmp-link" style="text-align: right; font-size: 0.8em;"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" target="_blank">What's my plan?</a></div>
<p class="p"><img alt="Available on all Sell plans" id="sell_smart_list_recipes_sales__image_off_dkk_xsb" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/plan_available_sell_all.png" width="850"></p>
<p class="p">In Sell, you can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827735066" target="_blank">create and use smart lists</a> in many different
constructions to best suit your workflow and reporting requirements. Smart lists are
helpful for staying on top of your communication, organizing your workload, and for
gaining insight into different aspects of your workflow. For managers, smart lists are also helpful for gaining a
total overview of the work and workflow of their team.</p>
<p class="p">This article covers the following topic:</p>
<div class="p">
<ul class="ul" id="sell_smart_list_recipes_sales__ul_pm5_3zk_xsb">
<li class="li"><a class="xref" href="#topic_a2v_g4k_zsb">Smart list
fields</a></li>
</ul>
</div>
<p class="p">Related articles:</p>
<div class="p">
<ul class="ul" id="sell_smart_list_recipes_sales__ul_cvt_sbj_btb">
<li class="li"><a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4504825907866" target="_blank">Sell smart lists resource guide</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_a2v_g4k_zsb">
<h2 class="title topictitle2" id="ariaid-title2">Smart list fields</h2>
<div class="body">
<p class="p">Use this reference table to better understand the choice of fields you can add to
your smart lists, and how to combine certain fields for specific outcomes (such as
reporting, cleaning up sales pipelines, or taking bulk actions). </p>
<p class="p">Admins can add and <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838289562" target="_blank">customize fields</a> so they are more relevant for the
workflow of the sales reps and the information requirements of the company. For
example adding a customized field for Deal Score under (Deal property) would allow
sales reps to enter the numerical value assigned to a deal to reflect <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408824510490" target="_blank">the potential for closing the deal</a> and to give insight
sales predictions for the team. Other examples for customizing different types of
fields might include: Deal Type, Opted Out (of email sequence), Products, Source,
YouTube, Bandcamp, Instagram, Mobile Type (Android/iPhone), Email Effectiveness.</p>
<p class="p">The smart fields reference table in this article lists and explains all of the fields
that you can include when creating a smart list for contacts, leads, and deals -
including the property type of the field (in parentheses).</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_a2v_g4k_zsb__table_hxy_l1l_xsb" rules="all" summary="">
<colgroup>
<col style="width:33.33333333333333%">
<col style="width:33.33333333333333%">
<col style="width:33.33333333333333%">
</colgroup>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;"><strong class="ph b">Name of field</strong></td>
<td class="entry cellrowborder" style="vertical-align:top;"><strong class="ph b">Applies to</strong></td>
<td class="entry cellrowborder" style="vertical-align:top;"><strong class="ph b">Description</strong></td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Actionable</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The number of overdue tasks
or unread emails associated with that lead, contact, or
deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Added On</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) Date when an object such as
a lead, contact, or deal was created. </td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Billing City</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The city in the billing address of the
person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Billing Country</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The country in the billing address of the
person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Billing State</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The state, county, province, or region in
the billing address of the person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Billing Street</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The street name and number in the billing
address of the person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Billing Zip Code</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The zip or area code in the billing
address of the person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">City</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The city where the person or
company contact is based.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Close Date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The date when a deal is moved to one of the
closed stages.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Collaborators</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The people collaborating on
the deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The name of the company
where a person contact is employed or the name of the company
for a company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Address</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The street or postal address for the
company.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company City</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The city where the company is based.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Country</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The country where the company is
based.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Description</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) A free text field to describe the company
(for example, size, focus, industry)</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Email</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The email address of the company
contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Facebook</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The Facebook URL for the company.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company LinkedIn</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The LinkedIn URL for the company.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Phone</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The phone number of the company
contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Region</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The area of the company (for example, EMEA,
APAC, AMER).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Twitter</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The X (formerly Twitter) URL for the
company.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Website</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The website URL of the company.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Company Zip</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead property) The area code or zip code for the company's
street or postal address.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Completed Sequences</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The sequences of actions that have been
completed in engaging a contact, or prospect</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Contact</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) Person or Company (for example
accounts).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Country</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The country where the person or
company contact is based.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Currency</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The currency the deal is being conducted
in.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Current MRR</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The current monthly recurring revenue or
subscription generated.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Customer Status</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832470554" target="_blank">state of a customer</a>
relating to a deal. The states include: Current customer (the
deal associated with the customer has been won), Past customer
(a previous customer or one you've not worked with for a while),
Non customer (no deals are associated with the contact).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Days Awaiting My Response</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The number of days that a person or company
contact, or a lead has been waiting for you to reply to their
last email, text, or phone call.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Days I'm Awaiting Lead/Contact Response</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The number of days that you've been waiting
for a person or company contact, or lead to reply to the last
email, text, or phone call that you sent them.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Days Since Last Communication</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The number of days that have passed since
either you, the person or company contact, or lead exchanged any
communication (for example an email, a text, or a phone call).
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Description</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) A free text field to describe the
object (a lead, contact, or deal).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Email
address</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The email address of a person or
company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Estimated Close Date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The date that you expect the deal to be
closed (you can choose for example, This Month or This
Quarter).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Facebook</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The URL of the Facebook account of
a person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Fax
number</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The fax number of a person or
company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Hot</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) A deal marked as Hot is an important
deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Import ID</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) Used with the import
feature when importing leads, contacts, and deals (each import
has its own ID).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Industry</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The industry that the person
contact is working in or the company contact is associated with
(for example, transport, IT, environmental research, green
energy).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Last Activity Date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The last date that any of
these actions occurred:<ul class="ul" id="topic_a2v_g4k_zsb__ul_ttn_qjp_zsb">
<li class="li">A task was completed</li>
<li class="li">A note was added</li>
<li class="li">A call was logged</li>
<li class="li">An email was sent</li>
<li class="li">A text message was sent</li>
<li class="li">A visit was logged</li>
<li class="li">A note, call, or email was added to an employee (of an
organization)</li>
</ul>
<div class="p">
<div class="note note">
<span class="notetitle">Note:</span> This field doesn't update when you create tasks or
create, edit, or tag objects.</div>
</div>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Last Stage Change Date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The date that the deal was moved to its
current stage in the pipeline.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Last Visit Date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The date the lead,
prospect, or contact was last visited by a sales rep.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Last Visit Owner</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The sales rep that logged
the last visit to a contact, prospect, or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Last Visit Outcome</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The outcome that was logged
from the Visit Outcome menu by the sales rep from their last
visit.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Last Visit Summary</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The notes that the sales
rep added when they logged their last visit to a lead, prospect,
or contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">LinkedIn</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The URL of the LinkedIn account of
a person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Loss Reason</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The reason why the deal was not won.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Calls Without Lead/Contact Response</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The number of phone calls you've made to a
lead or contact without any response.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Emails Without Lead/Contact Response</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The number of emails you've sent to a lead or
contact without any response.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Last Incoming Call</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The date of the last phone call you received
from the contact or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Last Incoming Email</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The date of the last email you received from
the contact or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Last Incoming Text</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The date of the last text you received from
the contact or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Last Outgoing Call</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The date of the last phone call you sent to
the contact or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Last Outgoing Email</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The date of the last email you sent to the
contact or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Last Outgoing Text</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The date of the last text you sent to the
contact or lead.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">My Texts Without Lead/Contact Response</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) The number of texts you've sent to a lead or
contact without any response.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Name</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The name of the person or company
contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Next Email</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The date when the next email in a
sequence will be sent.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Next Task</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) Information about <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408827877658-Creating-and-managing-tasks-for-leads-contacts-and-deals#h_0a7d2fd7-747d-4b28-85b4-7bb371d638e7" target="_blank">the next due task</a> in a
sequence of engagement events (such as sending an email),
including the type of task, when it's due, and who it's assigned
to.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Ongoing Sequences</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) Sequences of tasks (such as sending emails)
that have started but haven’t finished yet.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Ownership</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) The person who is
responsible for the contact, lead, or deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Parent Company</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The parent company of a person or company
contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Person</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The name of the contact (who is a person,
not a company).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Phone
number</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The phone number of the person or
company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Pipeline Stage</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The current stage in the deal
process.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Primary Contact City</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The city in the address of the person or
company contact of the deal. </td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Primary Contact Country</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The country in the address of the person or
company contact of the deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Primary Contact State</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The state, county, province, or region in the
address of the person or company contact of the deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Primary Contact Street</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The street address of the person or company
contact of the deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Primary Contact Zip Code</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The area code or zip code of the person or
company contact of the deal.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Prospect Status</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832470554" target="_blank">state of a prospect</a>
relating to a deal, statuses include: Current prospect (the
prospect is associated with the deal), Lost prospect (the deal
relating to the prospect was changed or lost), or Non prospect
(there are no deals associated with the contact).</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Renewal Date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The date the next MRR or subscription will
begin.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Shipping City</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The city of a person or company contact
for items to be sent to.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Shipping Country</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The country of a person or company contact
for items to be sent to.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Shipping State</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The state, county, province, or region of
a person or company contact for items to be sent to.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Shipping Street</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The street address of a person or company
contact for items to be sent to.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Shipping Zip Code</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The zip or area code of a person or
company contact. for items to be sent to.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Skype</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The Skype account of a person or
company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">State</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The state, county, province, or
region in the address of a person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Status</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Deal property) Indicates what stage the deal is at
in the sales pipeline.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Street</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The street address of a person or
company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Subscription
end
date</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The date the current subscription or MRR
of a person or company ends.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Tags</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead, Contact, or Deal property) You can <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408838233882" target="_blank">add tags</a> to contacts,
leads, and deals.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Title</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) For example, CEO, Manager, Sales
rep, Receptionist.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Twitter</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The X (formerly Twitter) URL of a
person or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Unqualified Reason</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Deal property) The reason why the deal is still
unqualified.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Upcoming MRR</td>
<td class="entry cellrowborder" style="vertical-align:top;">Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Contact property) The upcoming monthly recurring revenue or
subscription that will be generated in the next billing
period.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Value</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The numerical value of the deal in a given
currency.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Views of My Last Email </td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts, Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Communication) Number of times a contact or lead <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408832035866-Monitoring-email-open-rate-and-link-clicks" target="_blank">opened an email that you
sent.</a>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Website</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The URL of the website of a person
or company contact.</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Win Likelihood</td>
<td class="entry cellrowborder" style="vertical-align:top;">Deals</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Deal property) The probability of the deal being won.
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" style="vertical-align:top;">Zip Code</td>
<td class="entry cellrowborder" style="vertical-align:top;">Leads, Contacts</td>
<td class="entry cellrowborder" style="vertical-align:top;">(Lead or Contact property) The area code or zip code for the
address of a person or company contact.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</body>