Purpose of 'Forgotten deals' Smart List in Zendesk Sell
What is the purpose of the 'Forgotten deals' smart list in Zendesk Sell?
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 designed to help sales managers and users identify these deals by using fields like 'Added On' and 'Last Stage Change Date'. By reviewing these deals periodically, you can decide whether to move them to the 'Lost' or 'Unqualified' stage, thus maintaining a more accurate pipeline. For more details, check out theoriginal link.
More related questions
How can I create a 'Forgotten deals' smart list in Zendesk Sell?
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…
What fields should be included in the 'Forgotten deals' smart list?
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…
Who should use the 'Forgotten deals' smart list in Zendesk Sell?
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…
Why is it important to review stagnant deals in Zendesk Sell?
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…
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