Deals Unqualified Reasons

Enabling Unqualified Reasons on your account will help you analyze the most common reasons your Deals are unqualified. This will help you to optimize Deal sources and scoring, refine qualification criteria, identify coaching opportunities and so much more.

Note: You must be a Zendesk Sell Admin to enable Unqualified Reasons

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Defining Unqualified Reasons

Start by navigating to your Sell Deals Settings page and turn on Unqualified Reasons.

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You can hit the Edit button next to the existing reasons we provide to rename them, or hit the trash can icon to simply remove them.

Collecting Unqualified Reasons

Once you've defined your Unqualified Reason's list, you can begin collecting data by turning on the prompt for all of the users on your Sell account. Simply select the Yes box next to Ask users for unqualified reason -the next time a Deal moves to Unqualified, the person moving it will be prompted to enter in why they unqualified it!

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Are you looking for the best practices in creating Deals Unqualified Reasons? Check the article below!

USING DEALS UNQUALIFIED REASONS