Understanding and using the prospect and customer statuses

Return to top

4 Comments

  • 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. 

    0
  • Kaja

    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

    0
  • Marketing (Martin)

    Hi all, if the status of the customer is 'current customer' but a deal is lost, will this turn the status to 'past customer' automatically?

    And another question, how can the customer status of a contact (=company) be different from the associated contact (employee)? We have situation where the Company is a 'Current customer' and the Employee has status 'Past customer'. Do these all need to be set manually for all related contacts (company and employees) or do they synchronize?

    0
  • Dane
    Zendesk Engineering
    Hi Martin,

    If it's a current customer it only means that a deal has already been won for that specific contact. I have tested it on my end by adding another deal and change the deal status to lost. The status of the contact is still on current customer.
     
    For the past customer it needs to be set manually as discussed on the article above.
    0

Please sign in to leave a comment.

Powered by Zendesk