Viewing Leads in Zendesk Sell Funnel Report
How do I view the Funnel report by leads in Zendesk Sell?
To view the Funnel report by leads, go to the Reports page and select Pipeline Analysis > Funnel Report, then click the Leads tab. This view shows the progression of leads through various statuses, such as new, working, and attempting contact, as they move through the sales pipeline.
It's important to note that the report does not include leads in an Unqualified state or those converted to a contact without a deal. The report will indicate the number of such leads that are not included.
More related questions
What is the Zendesk Sell Funnel report?
The Zendesk Sell Funnel report is a tool that helps you analyze the progression of leads and deals through your sales pipeline. It provides insights into how many deals are incoming, in contract negotiation, and more. This report also tracks the…
How can I view deals only in the Zendesk Sell Funnel report?
To view deals only in the Funnel report, navigate to the Reports page, select Pipeline Analysis > Funnel Report, and click the Deals Only tab. This view displays deals at each stage of your sales pipeline, based on their creation date. You can…
What information does the Zendesk Sell Funnel report provide for each deal?
The Zendesk Sell Funnel report provides detailed information for each deal, including the deal value, current stage, and deal owner. You can view a deal’s card by clicking its name, which offers a comprehensive overview of the deal's status….
Can I filter the Zendesk Sell Funnel report by time period or team member?
Yes, you can filter the Zendesk Sell Funnel report by time period and team member. This allows you to view deals created within a specific timeframe or analyze the performance of individual team members. You can also apply additional filters to…
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