Customize Unqualified Reasons in Zendesk Sell
How can I customize unqualified reasons in Zendesk Sell?
Customizing unqualified reasons in Zendesk Sell allows you to tailor the options to your sales team's needs. You can add, edit, or remove reasons as necessary.
To customize, go to the Unqualified Reasons tab under Customize > Deals. Click 'Edit' next to an existing reason to rename it, or click the trash can icon to remove it. To add a new reason, click 'Add Unqualified Reason'. This customization helps your team accurately mark deals that are not a good fit.
More related questions
How do I enable unqualified reasons for deals in Zendesk Sell?
To enable unqualified reasons for deals in Zendesk Sell, you need to be an admin. This feature helps you analyze why deals are unqualified, optimizing your sales process. To enable it, click the Settings icon, then select Customize > Deals, and…
What is the difference between unqualified reasons and loss reasons in Zendesk Sell?
Unqualified reasons and loss reasons serve different purposes in Zendesk Sell. Unqualified reasons indicate that a deal is not a good fit for your sales team, helping to keep your list of opportunities clean. On the other hand, loss reasons are…
Why should I enable unqualified reasons for deals in Zendesk Sell?
Enabling unqualified reasons for deals in Zendesk Sell is beneficial for optimizing your sales process. It helps you analyze common reasons why deals are unqualified, allowing you to refine your qualification criteria. By understanding these…
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