Use Multiple Conditions for Deal Stage Changes
Can I use multiple conditions to change the deal stage in Zendesk Sell?
Yes, you can use multiple conditions to change the deal stage in Zendesk Sell. This flexibility allows you to tailor the triggers to fit your specific sales processes. For example, you might want to update the deal stage to 'Ready for demo' if the deal value is greater than $10,000 or if the primary contact is from a VIP company.
You can also combine conditions, such as '(Deal primary contact is VIP Company AND Deal state is New York)', to ensure that only deals meeting all specified criteria are updated. This helps in managing deals more effectively and ensuring that they are prioritized correctly.
More related questions
How can I change the owner of a deal using Zendesk Sell sales triggers?
You can change the owner of a deal in Zendesk Sell by setting up a sales trigger. This is particularly useful when a deal reaches a certain stage or value. For example, if a deal is ready for a demo or its value exceeds $10,000 and originated from…
What are the conditions to mark a deal as 'Hot' in Zendesk Sell?
In Zendesk Sell, you can mark a deal as 'Hot' by setting up specific sales triggers based on certain conditions. This is useful for prioritizing deals that have a higher likelihood of closing. For instance, if a deal originated from a webinar or if…
What are some examples of single conditions for Zendesk Sell triggers?
Single conditions in Zendesk Sell triggers are straightforward criteria that, when met, trigger an action. These are useful for simple workflows where only one condition needs to be satisfied. Examples include 'Deal Value is greater than 10000',…
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