Creating an Unqualified Leads Smart List in Zendesk Sell
How can I create an Unqualified Leads smart list in Zendesk Sell?
To create an Unqualified Leads smart list, start by clicking the Leads icon in the sidebar of Zendesk Sell. Create a new smart list in the deals Working Center, then add columns like Lead name, Company, and Status with a filter for unqualified leads. Customize the Unqualified Reason and add filters for Ownership, Days Since Last Communication, and Next Task. Name your list and save it.
More related questions
What is the purpose of the Unqualified Leads smart list in Zendesk Sell?
The Unqualified Leads smart list helps you manage and understand unqualified leads. It allows you to report on why leads are unqualified, such as wrong timing or limited budget, and follow up at specific intervals to maintain relationships. This…
What columns should I include in my Unqualified Leads smart list?
When setting up your Unqualified Leads smart list, include columns such as Lead name, Company, and Status with a filter for unqualified leads. Also, add Unqualified Reason, Ownership, Days Since Last Communication, and Next Task to get a…
Can admins customize unqualified reasons in Zendesk Sell?
Yes, admins can enable and customize unqualified reasons for the entire account in Zendesk Sell. This customization helps in accurately categorizing why leads are unqualified, aiding in better follow-up strategies and reporting.
Who can benefit from using the Unqualified Leads smart list?
Sales reps and sales team managers can benefit from using the Unqualified Leads smart list. It allows them to view their unqualified leads or see all unqualified leads across the account, helping in maintaining business relationships and automating…
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