Accessing the Lead Status Report in Zendesk Sell
How do I access the Lead Status report in Zendesk Sell?
To access the Lead Status report in Zendesk Sell, navigate to the Reports page and select Marketing Effectiveness, then choose Lead Status Report. This will open the report where you can view the distribution of lead status labels.
The report offers both a graph view and a table view, allowing you to see the data in the format that best suits your needs. You can also adjust the time period and apply filters to focus on specific teams, groups, or users.
More related questions
How can I track lead stages in Zendesk Sell?
You can track lead stages in Zendesk Sell by using the lead status labels. These labels help you identify at what stage a lead is in your sales process, such as New, Working, or Unqualified. You have the flexibility to create your own status labels…
What is the Lead Status report in Zendesk Sell?
The Lead Status report in Zendesk Sell is a tool that provides a visual representation of the distribution of lead status labels across your leads. It helps you understand how your leads are progressing through your sales process. This report can…
Can I customize the Lead Status report in Zendesk Sell?
Yes, you can customize the Lead Status report in Zendesk Sell to better suit your needs. You have the option to define different time periods and apply various filters. These filters allow you to view data for specific teams, groups, or users, and…
What views are available in the Lead Status report?
The Lead Status report in Zendesk Sell offers two main views: a graph view and a table view. The graph view provides a visual representation of the number and percentage of lead statuses applied to your leads. Hovering over each segment of the…
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