Unqualified reasons and loss reasons serve different purposes in Zendesk Sell. Unqualified reasons indicate that a deal is not a good fit for your sales team, helping to keep your list of opportunities clean.
On the other hand, loss reasons are used when a deal was a good opportunity but was lost for a specific reason. Tracking these can help identify trends and optimize your sales process. Both features allow you to create custom reasons for your sales reps to select, aiding in better deal management.
To enable unqualified reasons for deals in Zendesk Sell, you need to be an admin. This feature helps you analyze why deals are unqualified, optimizing your sales process. To enable it, click the Settings icon, then select Customize > Deals, and…
Customizing unqualified reasons in Zendesk Sell allows you to tailor the options to your sales team's needs. You can add, edit, or remove reasons as necessary. To customize, go to the Unqualified Reasons tab under Customize > Deals. Click 'Edit'…
Enabling unqualified reasons for deals in Zendesk Sell is beneficial for optimizing your sales process. It helps you analyze common reasons why deals are unqualified, allowing you to refine your qualification criteria. By understanding these…