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.
You can customize lead fields in Zendesk Sell to capture more detailed information about your leads. By accessing the Leads settings page, you can add custom fields that suit your business needs. Additionally, you can edit the Industry field to…
Lead sources in Zendesk Sell help you track where your leads are coming from, such as a trade show or your website. You can define these sources to better understand and manage your lead generation efforts. To define lead sources, navigate to the…
Unqualified reasons in Zendesk Sell help you understand why a lead has been marked as unqualified. You can edit this list to include reasons that are relevant to your business. To edit unqualified reasons, access the Leads settings page by clicking…
Tags in Zendesk Sell are a great way to categorize and filter your leads for better organization. You can add tags that make it easier to sort and manage your leads based on specific criteria. To add and manage tags, go to the Leads settings page…
Smart links in Zendesk Sell allow you to quickly access other applications or web pages with a single click from your account. This feature enhances productivity by providing easy access to external resources. To set up smart links, navigate to the…
Creating smart list templates in Zendesk Sell allows all your users to build smart lists for leads efficiently. These templates help standardize the way leads are organized and viewed. To create smart list templates, go to the Leads settings page…