Tracking Lead Stages in Zendesk Sell
How can I track lead stages in Zendesk Sell?
You can track lead stages in Zendesk Sell by using the lead status labels. These labels help you identify at what stage a lead is in your sales process, such as New, Working, or Unqualified. You have the flexibility to create your own status labels and apply them to your leads, allowing for a customized tracking system that fits your sales workflow.
The Lead Status report in Zendesk Sell provides a visual representation of how these labels are distributed across all your leads. This report helps you understand the effectiveness of your marketing efforts by showing the number and percentage of each lead status applied within a specific time period. For more details, you can view the originalZendesk help article.
More related questions
What is the Lead Status report in Zendesk Sell?
The Lead Status report in Zendesk Sell is a tool that provides a visual representation of the distribution of lead status labels across your leads. It helps you understand how your leads are progressing through your sales process. This report can…
How do I access the Lead Status report in Zendesk Sell?
To access the Lead Status report in Zendesk Sell, navigate to the Reports page and select Marketing Effectiveness, then choose Lead Status Report. This will open the report where you can view the distribution of lead status labels. The report…
Can I customize the Lead Status report in Zendesk Sell?
Yes, you can customize the Lead Status report in Zendesk Sell to better suit your needs. You have the option to define different time periods and apply various filters. These filters allow you to view data for specific teams, groups, or users, and…
What views are available in the Lead Status report?
The Lead Status report in Zendesk Sell offers two main views: a graph view and a table view. The graph view provides a visual representation of the number and percentage of lead statuses applied to your leads. Hovering over each segment of the…
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