Remind Deal Owners to Upload Contracts in Zendesk Sell
How can I remind deal owners to upload a contract once a deal is won in Zendesk Sell?
You can set up an automated task in Zendesk Sell to remind deal owners to upload a contract once a deal is won. This helps ensure that important documents are uploaded promptly, saving time on follow-ups.
To create this reminder, start by setting up a new automated task action. Choose 'Deal stage move | Won' as the trigger event. Then, create a task named 'Upload the signed contract' and assign it to the deal owner. Make sure not to add a due date, as the notification should be immediate. Once you activate the automated action, it will notify the deal owner every time a deal reaches the final stage. For more details, check out the originalZendesk help article.
More related questions
What steps are involved in creating an automated task action in Zendesk Sell?
Creating an automated task action in Zendesk Sell involves a few straightforward steps. This feature helps automate notifications for key sales milestones. First, create a new automated task action. Specify the trigger event, such as 'Deal stage…
How do I ensure deal owners are notified immediately when a deal is won?
To ensure deal owners are notified immediately when a deal is won, you can use automated task actions in Zendesk Sell. This feature helps streamline communication and task management. When setting up the automated task, choose 'Deal stage move |…
Can I manage multiple automated actions for a deal stage move in Zendesk Sell?
Yes, you can manage multiple automated actions for a deal stage move in Zendesk Sell. This allows for comprehensive task management and organization. To do this, you can edit the original automated action and add additional tasks as needed. This…
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