Change Deal Owner with Zendesk Sell Triggers
How can I change the owner of a deal using Zendesk Sell sales triggers?
You can change the owner of a deal in Zendesk Sell by setting up a sales trigger. This is particularly useful when a deal reaches a certain stage or value. For example, if a deal is ready for a demo or its value exceeds $10,000 and originated from a tradeshow, you can automatically assign it to the appropriate salesperson. This helps streamline your workflow and ensures that deals are managed by the right team members.
To set this up, you need to configure the trigger with conditions such as 'Deal Value is greater than 10000', 'Deal Source is Tradeshow', or 'Deal Stage is Ready for demo'. Once these conditions are met, the trigger will update the deal owner accordingly. For more detailed instructions, you can refer to theoriginal article.
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Can I use multiple conditions to change the deal stage in Zendesk Sell?
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