Stage downgrade action should trigger a question - reason for downgrade?
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.
Hi Sam -
Can you provide any additional context or detail to your feedback?
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.
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.
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