While Zendesk Sell automatically updates Prospect and Customer statuses based on deal changes, you can manually adjust some statuses. However, there are limitations. For example, you can't set a contact with an active deal as a 'Non Prospect' or 'Lost Prospect', nor can you change a contact with a won deal to 'Lost Prospect'.
To remove all statuses, you must first delete all associated deals. These restrictions ensure that the status changes accurately reflect the contact's current deal situation, maintaining the integrity of your sales data.
In Zendesk Sell, the Prospect and Customer statuses help differentiate contacts based on their deal associations. A contact becomes a Prospect when a deal is associated with it, and it transitions to a Customer once a deal is won. This automatic…
Prospect states in Zendesk Sell provide insights into the status of a contact's associated deal. A 'Current Prospect' indicates an active deal association, while a 'Lost Prospect' means the deal was lost or marked unqualified. A 'Non Prospect'…
In Zendesk Sell, Customer states indicate the status of a contact after a deal is won. A 'Current Customer' status is automatically assigned when a deal is won, and it remains until you manually change it to 'Past Customer'. A 'Non Customer' status…
In Zendesk Sell, when a deal is associated with an employee, both the employee and their company experience automatic status changes. This means that both become 'Current Prospects' upon deal creation and 'Current Customers' when a deal is won….
To view and track your Prospects and Customers in Zendesk Sell, use the filters on the Contacts page. You can add filters for Prospect Status and Customer Status to display contacts based on their current states. This feature allows you to easily…
Yes, in Zendesk Sell, you can add custom fields and tags to contacts marked as Prospects and Customers. This customization allows you to tailor your contact management to suit your business needs. By creating custom fields and tags, you can capture…