Update Customer & Prospect Status in Sell - Frequently asked questions
Discover how to update Customer and Prospect Status in Zendesk Sell. This page answers common questions about managing contact statuses effectively.
Frequently asked questions
Can I update Customer Status and Prospect Status via CSV in Zendesk Sell?
No, you cannot update the Customer Status and Prospect Status of your Sell contacts through a CSV import. These statuses are automatically updated based on the status of deals associated with the contact. If you need to update these statuses, you…
How does the Customer Status update in Zendesk Sell?
The Customer Status in Zendesk Sell updates automatically based on the status of deals linked to a contact. For example, when a deal is marked as won, the Customer Status will change to 'Current Customer'. This automatic update ensures that your…
Is there a workaround to update Customer Status using CSV in Zendesk Sell?
Yes, there is a workaround to update Customer Status using a CSV in Zendesk Sell. You can create a CSV with a fake deal for each contact, set the deal value to $0, and mark the deal stage as 'won'. Import this CSV back into Zendesk, and the…
Can I manually update the Customer Status in Zendesk Sell?
Yes, you can manually update the Customer Status in Zendesk Sell in specific situations. While the status is typically updated automatically based on deal status, manual updates are possible through the API or by directly editing the contact…
Why didn't my contact statuses update after CSV import in Zendesk Sell?
If your contact statuses didn't update after a CSV import in Zendesk Sell, it's because these statuses are not updated through CSV imports. The Customer Status and Prospect Status are automatically updated based on the status of deals associated…
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