Yes, you can manually update the Customer Status in Zendesk Sell in specific situations.
While the status is typically updated automatically based on deal status, manual updates are possible through the API or by directly editing the contact details in the platform.
No, you cannot update the Customer Status and Prospect Status of your Sell contacts through a CSV import. These statuses are automatically updated based on the status of deals associated with the contact. If you need to update these statuses, you…
The Customer Status in Zendesk Sell updates automatically based on the status of deals linked to a contact. For example, when a deal is marked as won, the Customer Status will change to 'Current Customer'. This automatic update ensures that your…
Yes, there is a workaround to update Customer Status using a CSV in Zendesk Sell. You can create a CSV with a fake deal for each contact, set the deal value to $0, and mark the deal stage as 'won'. Import this CSV back into Zendesk, and the system…
If your contact statuses didn't update after a CSV import in Zendesk Sell, it's because these statuses are not updated through CSV imports. The Customer Status and Prospect Status are automatically updated based on the status of deals associated…