Stage downgrade action should trigger a question - reason for downgrade?

3 Comments

  • Nicole Saunders
    Zendesk Community Team

    Hi Sam - 

    Can you provide any additional context or detail to your feedback? 

    0
  • Sam Livingstone

    Hey Nicole,

    We got this particular request from one of an existing customer of Zendesk SELL. When a Sales Rep moves a deal on the pipeline, that is if they move it down the pipeline then a question should pop out asking for the reason. Similar to how a reason is asked when a Lead is unqualified.

    0
  • Nicole Saunders
    Zendesk Community Team

    Thanks for sharing that, Sam! 

    If other users have a similar need, please upvote Sam's original post, and share any details or your own use-cases in the comments below. 

    0

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