Understanding Customer States in Zendesk Sell
What are the different Customer states in Zendesk Sell?
In Zendesk Sell, Customer states indicate the status of a contact after a deal is won. A 'Current Customer' status is automatically assigned when a deal is won, and it remains until you manually change it to 'Past Customer'. A 'Non Customer' status means there are no deals associated with the contact.
These states help you keep track of your customer relationships and manage follow-ups or renewals. The system's automatic updates ensure that your contact statuses reflect the latest deal outcomes, streamlining your sales management process.
More related questions
What are the Prospect and Customer statuses in Zendesk Sell?
In Zendesk Sell, the Prospect and Customer statuses help differentiate contacts based on their deal associations. A contact becomes a Prospect when a deal is associated with it, and it transitions to a Customer once a deal is won. This automatic…
How do Prospect states work in Zendesk Sell?
Prospect states in Zendesk Sell provide insights into the status of a contact's associated deal. A 'Current Prospect' indicates an active deal association, while a 'Lost Prospect' means the deal was lost or marked unqualified. A 'Non Prospect'…
Can I manually change Prospect and Customer statuses in Zendesk Sell?
While Zendesk Sell automatically updates Prospect and Customer statuses based on deal changes, you can manually adjust some statuses. However, there are limitations. For example, you can't set a contact with an active deal as a 'Non Prospect' or…
How do automatic status changes affect companies and employees in Zendesk Sell?
In Zendesk Sell, when a deal is associated with an employee, both the employee and their company experience automatic status changes. This means that both become 'Current Prospects' upon deal creation and 'Current Customers' when a deal is won….
How can I view and track my Prospects and Customers in Zendesk Sell?
To view and track your Prospects and Customers in Zendesk Sell, use the filters on the Contacts page. You can add filters for Prospect Status and Customer Status to display contacts based on their current states. This feature allows you to easily…
Can I add custom fields and tags for Prospects and Customers in Zendesk Sell?
Yes, in Zendesk Sell, you can add custom fields and tags to contacts marked as Prospects and Customers. This customization allows you to tailor your contact management to suit your business needs. By creating custom fields and tags, you can capture…
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