Pesquisas recentes

Sem pesquisas recentes

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

image avatar

Sam Livingstone

Publicado 05 de out. de 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 comentários

Data
    image avatar

    Nicole Saunders

    Zendesk Community Manager

    Hi Sam - 

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

    0

    image avatar

    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

    image avatar

    Nicole Saunders

    Zendesk Community Manager

    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

    Por favor, entrar para comentar.

    Não encontrou o que estava procurando?

    Nova publicação