The 'Forgotten deals' smart list should include several key fields to track stagnant deals.
When setting up your smart list in Zendesk Sell, include fields like Deal Name, Company, Value, and Pipeline Stage. It's important to add filters for 'Added On' and 'Last Stage Change Date' to determine how long a deal has been stagnant. Other useful fields are Estimated Close Date, Ownership, Days Since Last Communication, and Next Task. These fields help you get a comprehensive view of each deal's status and decide on the next steps.
The 'Forgotten deals' smart list helps identify stagnant deals in your sales pipeline. In Zendesk Sell, deals can sometimes become stagnant and forgotten, which can skew your pipeline, forecasting, and reporting. The 'Forgotten deals' smart list is…
Creating a 'Forgotten deals' smart list involves setting up specific filters in Zendesk Sell. To create this smart list, start by clicking the Deals icon in the sidebar of Zendesk Sell. In the deals Working Center, create a new smart list and add…
The 'Forgotten deals' smart list is ideal for Sell users and managers. This smart list is particularly useful for sales managers who need to maintain an accurate sales pipeline. By regularly reviewing stagnant deals, managers can ensure that their…
Reviewing stagnant deals is crucial for maintaining an accurate sales pipeline. Stagnant deals can quickly accumulate and distort your sales pipeline, leading to inaccurate forecasting and reporting. By regularly reviewing these deals, you can…