Enable Unqualified Reasons for Leads in Zendesk Sell
How do I enable unqualified reasons for leads in Zendesk Sell?
To enable unqualified reasons for leads, you need to be an admin. This feature helps you analyze why leads are unqualified, optimizing your sales process.
To enable it, click the Settings icon, select Customize > Leads, and then click the Unqualified Reasons tab. From there, you can manage existing reasons or add new ones. This setup allows users to select predefined reasons for unqualified leads, helping you track trends and improve lead qualification. For more details, visit theoriginal link.
More related questions
What are unqualified reasons in Zendesk Sell?
Unqualified reasons in Zendesk Sell are predefined options that explain why a lead is not pursued further. This feature helps optimize lead sources and scoring. By defining unqualified reasons, you can track trends and refine your sales process….
How can I collect unqualified reasons information in Zendesk Sell?
Collecting unqualified reasons information involves enabling a feature that prompts users to select a reason when marking a lead as unqualified. To start collecting this data, go to the Unqualified Reasons tab and click 'Yes' next to 'Ask users for…
How can I use unqualified reasons information in Zendesk Sell?
Unqualified reasons information can be used to track why leads are not pursued, helping you optimize your sales process. You can view how many leads are unqualified and the specific reasons for this. This feature also allows you to manage 'frozen…
Can I set a lead as unqualified without contacting them in Zendesk Sell?
Yes, you can set a lead as unqualified at any time, regardless of whether you've contacted them. This flexibility allows you to manage leads that are identified as unqualified early in the process. You don't need to set the status to declined;…
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