Can I update the Customer Status and Prospect Status of my Sell contacts?

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3 Comments

  • David González

    Katie Dougherty

    I've been wracking my brain with this same question for over a year, and I found a workaround to update the customer status using a CSV, without having to pay for a third-party integration. 

    This is the process:

    • Filter all Contacts labeled as "non customers" or "Past customers" using a smart list (or select the contacts you want to update to "current customer")
    • Export smart list into a CSV and save
    • Create columns in new CSV that adds a fake Deal to each company, set the deal value at $0, and the deal stage at "won"
    • Tag all the deals as "Fake Deals" so you can find them later
    • import CSV back into Zendesk

    Since a won deal was created for each contact, this triggers Zendesk to label these companies as "Current Customers"... later, you can filter out all those fake deals using the tag, and just delete them. Even if you delete the deal that initially labeled the contact a current customer, this doesn't revert the contact's status as a customer.

     

    1
  • Dave Dyson
    Zendesk Community Manager
    Thanks for sharing this workaround, David!
    0
  • Katie Dougherty

    David González Thank you so much for sharing!

    0

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