Enable Unqualified Reasons in Zendesk Sell
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 click the Unqualified Reasons tab. From there, you can start collecting data by clicking 'Yes' next to 'Ask users for unqualified reason'. This allows users to select predefined reasons from a drop-down list when marking deals as unqualified. For more details, check out theoriginal link.
More related questions
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…
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'…
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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