Enable Unqualified Deal Reasons in Zendesk Sell
How do I enable unqualified deal reasons in Zendesk Sell?
To enable unqualified deal reasons in Zendesk Sell, an admin user must adjust the settings.
First, click on the Settings icon, then navigate to Customize > Deals. From there, select the Unqualified Reasons tab. Make sure to check the option 'Ask users for unqualified reason?' to prompt users to provide a reason when marking a deal as unqualified. This helps gather insights into why deals are not successful. For more details, visit theoriginal link.
More related questions
How can I edit or add unqualified deal reasons in Zendesk Sell?
Editing or adding unqualified deal reasons in Zendesk Sell is straightforward for admin users. Start by clicking the Settings icon, then go to Customize > Deals. In the Unqualified Reasons tab, you can edit existing reasons or add new ones by…
What happens when a deal is marked as unqualified in Zendesk Sell?
When a deal is marked as unqualified in Zendesk Sell, it moves to one of the closed deal stages. This status change prompts users to provide a reason for the deal's failure, if enabled by an admin. This feedback is crucial for understanding why…
Why should I use unqualified deal reasons in Zendesk Sell?
Using unqualified deal reasons in Zendesk Sell provides valuable insights into why deals fail. By prompting users to specify reasons when marking a deal as unqualified, you can gather data that helps identify patterns or common issues in your sales…
Can I reorder unqualified deal reasons in Zendesk Sell?
Yes, you can reorder unqualified deal reasons in Zendesk Sell to prioritize them according to your needs. In the Unqualified Reasons tab under Customize > Deals, use the direction arrows to change the order of the reasons. This feature allows you…
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