To customize your sales process, you can edit or add lead status labels in Zendesk Sell. Admin users can modify the default status labels or create new ones by navigating to the settings. Simply click the Settings icon, select Customize > Leads, and then go to the Lead Statuses tab. Here, you can edit existing statuses or add new ones by clicking 'Add'. This flexibility allows you to tailor the lead tracking process to fit your specific needs.
Zendesk Sell provides three default lead status labels to help you track your sales process: New, Working, and Unqualified. These labels serve as a starting point for categorizing your leads. However, you have the option to edit these default…
Applying lead status labels in Zendesk Sell is straightforward and can be done in several ways. You can apply a status directly on the lead’s card or by editing the lead’s profile. Additionally, you can select the lead from the Index or Table views…
Once you've applied status labels to your leads, you can easily filter and view them by status in Zendesk Sell. The lead status is included as one of the panels in the leads Index view, allowing you to quickly see and manage leads based on their…