Sorting and Filtering Deals by Loss Reasons in Zendesk Sell
Learn how to sort and filter deals by loss reasons in Zendesk Sell to improve data analysis.
How can I use deal loss reasons to sort and filter deals in Zendesk Sell?
Deal loss reasons can be used to sort and filter your deals in Zendesk Sell, enhancing data analysis.
Once loss reasons are captured, you can add theLoss Reasonfield in the Table view on your Deals page. This allows you to filter your Index view to display deals with or without loss reasons, or to focus on specific loss reasons. This feature helps in identifying trends and making informed decisions.
More related questions
How can I enable deal loss reasons in Zendesk Sell?
To enable deal loss reasons in Zendesk Sell, an admin user must activate the feature. First, navigate toSettings, then selectCustomize > Deals. From there, go to theLoss Reasonstab. Check the optionAsk users for loss reason?to…
How do I edit or add deal loss reasons in Zendesk Sell?
Editing or adding deal loss reasons in Zendesk Sell is straightforward for admin users. Go toSettings, then chooseCustomize > Deals. Click on theLoss Reasonstab. Here, you can edit existing reasons or add new ones by clicking…
What reports are available for analyzing deal loss reasons in Zendesk Sell?
Zendesk Sell offers several reports to analyze deal loss reasons, providing valuable insights. All versions of Sell include theDeal Loss Reasons report. For those on the highest Sell plan, additional reports likeLoss Reasons by Ownerand…
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