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Tracking Lead Statuses in Zendesk Sell

Learn how to track and customize lead statuses in Zendesk Sell to monitor your sales process effectively.

How do I track lead statuses in Zendesk Sell?

Tracking lead statuses in Zendesk Sell allows you to monitor your leads throughout the sales process. You can define custom status labels to suit your sales workflow, in addition to the default labels like New, Working, and Unqualified.

To set up lead statuses, go to the Leads settings page by clicking the Settings icon and selecting Customize > Leads. Here, you can create and manage custom status labels that reflect your sales process. For further guidance, refer to theZendesk help documentation.


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