Understanding and using the prospect and customer statuses

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4 Comments

  • Kaja Blachowicz

    Hi Jay, thanks for a great question!

    Statuses and their states are automatically changed as the status of the contact's associated deal changes. As you mention you can adjust them manually, unfortunately, at this time this the only possibility within Zendesk Sell. Potentially you could browse zapier integrations for Sell and modify an existing one or create a new one.
    https://zapier.com/apps/zendesk-sell/integrations

    Please check out this useful information on prospects and their behavior.
    https://support.zendesk.com/hc/en-us/articles/360041032394-Prospect-Customer-Statuses-in-Zendesk-Sell

    Warm Regards

    Kaja Błachowicz | Zendesk Sell | Technical Support Engineer Visit our Support Center

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  • Jay Clementson

    Hello, 

    Is there a way to have the automatic prospect status not change when a deal is won or lost? We work with a lot of repeat business and it is weird for reporting when I have a customer that has 3 won deals but the last one was lost and then the contact/company becomes a lost status. I know I can manually change this but would like it to not be automatic. 

    Let me know if you have any questions. 

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  • Katie Dougherty
    Zendesk Community Team

    Hi Sebastian Hernandez,

    At this time, only the Company or Person that is associated with a Deal will have their customer/prospect status automatically updated. Please feel free to post this product feedback in the Feedback section of the Sell Community so other users can upvote your suggestion and our Product Team can review it! 

    My understanding of your workflow is that you add a Company as the primary contact on a Deal, and then as that Deal moves to "won" the Company's customer/prospect status update automatically! If you have employees at that Company who's customer/prospect status should also update as the Deal progresses, add them as Associated Contacts to the Deal! 

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  • Sebastian Hernandez

    Is there any way to automatically inherit the company customer and prospect status into all employees of that company?

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