Mark Deals as 'Hot' with Zendesk Sell Triggers
What are the conditions to mark a deal as 'Hot' in Zendesk Sell?
In Zendesk Sell, you can mark a deal as 'Hot' by setting up specific sales triggers based on certain conditions. This is useful for prioritizing deals that have a higher likelihood of closing. For instance, if a deal originated from a webinar or if the likelihood of winning the deal is above a certain percentage, you can automatically update its stage to 'Hot'.
You can use single conditions like 'Deal primary contact is VIP Company' or 'Deal source is Webinar'. Alternatively, you can use multiple conditions such as 'Deal value is greater than 10000' or a combination like '(Deal primary contact is VIP Company AND Deal state is New York)'. Once these conditions are met, the deal stage will be updated to 'Hot'.
More related questions
How can I change the owner of a deal using Zendesk Sell sales triggers?
You can change the owner of a deal in Zendesk Sell by setting up a sales trigger. This is particularly useful when a deal reaches a certain stage or value. For example, if a deal is ready for a demo or its value exceeds $10,000 and originated from…
Can I use multiple conditions to change the deal stage in Zendesk Sell?
Yes, you can use multiple conditions to change the deal stage in Zendesk Sell. This flexibility allows you to tailor the triggers to fit your specific sales processes. For example, you might want to update the deal stage to 'Ready for demo' if the…
What are some examples of single conditions for Zendesk Sell triggers?
Single conditions in Zendesk Sell triggers are straightforward criteria that, when met, trigger an action. These are useful for simple workflows where only one condition needs to be satisfied. Examples include 'Deal Value is greater than 10000',…
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