Recent searches
No recent searches
Stage downgrade action should trigger a question - reason for downgrade?
Posted Oct 05, 2021
A feature where when a Sales Rep downgrades a deal from a particular stage a question must be raised and the response must be logged for the managers to have a look at.
0
3
3 comments
Nicole Saunders
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
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