You can edit the administrative settings for your deals to, for example, create custom fields for your deals, define deal sources and tags, and also create smart list templates.
To define and edit deal settings
- Click Settings (), then select Customize > Deals.
On the Deals settings page, you can define and edit the following settings.
Deal sources - Define your list of deal sources (for example, a trade show, your web site, and so on). See Tracking lead and deal sources.
Custom fields - Add custom fields for capturing more information about your deals (see Creating and managing custom fields).
Loss reasons - Prompt your Sell users to provide a deal loss reason. Select from a list of predefined reasons or add or edit reasons. See Using Deal Loss Reasons for Tracking and Reporting.
Unqualified reasons - Edit the list of reasons that a deal has been marked as unqualified (see Creating and using unqualified deal reasons).
Tags - Add tags to categorize and filter your deals (see Adding and managing tags).
Smart links - Add smart links that allow you to quickly access other applications or web pages with just a single click from your Zendesk Sell account (see Setting up and using smart links in Sell).
Forecasting - Enable the information about forecasting on the deal card. See Sales Forecasting in Deals and Reports. Not available on the lowest Sell plan.
Smart list templates - Create templates that all your Sell users can use to build smart lists for deals (see Creating and using smart list templates).
Please sign in to leave a comment.