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Customizing the Lead Status Report in Zendesk Sell

Find out how to customize the Lead Status report in Zendesk Sell with time periods and filters.

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 you can also filter by tags. This customization helps you focus on the most relevant data for your sales analysis.


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…

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…

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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