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Can I update the Customer Status and Prospect Status of my Sell contacts?

Katie Dougherty
  • Edited
Zendesk Digital Resources Team

Question

Can I set theCustomer StatusandProspectStatusthrough a CSV import into Sell? When I imported a CSV file of customers, all of their statuses defaulted tonon-customer. Why didn't the status update?

Answer

TheCustomer StatusandProspect Statusof your Sell contacts will update automatically based on the status of deals associated with the contact. While these fields cannot be updated by importing a CSV file, they can be updated through the API or manually updated in specific situations.

For example, theCustomer Statuswill be set toCurrent Customerwhen a won deal is associated with the contact.

For more information on the logic of theCustomer StatusandProspect Status, see the article:Understanding and using the prospect and customer statuses.

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    3 Comments

    • David González
      • Edited

      Katie Dougherty

      I've been wracking my brain with this same question for over a year, and I found a workaround to update the customer status using a CSV, without having to pay for a third-party integration.

      This is the process:

      • Filter all Contacts labeled as "non customers" or "Past customers" using a smart list (or select the contacts you want to update to "current customer")
      • Export smart list into a CSV and save
      • Create columns in new CSV that adds a fake Deal to each company, set the deal value at $0, and the deal stage at "won"
      • Tag all the deals as "Fake Deals" so you can find them later
      • import CSV back into Zendesk

      自从赢得交易是为每个联系人,创建这个s triggers Zendesk to label these companies as "Current Customers"... later, you can filter out all those fake deals using the tag, and just delete them. Even if you delete the deal that initially labeled the contact a current customer, this doesn't revert the contact's status as a customer.

      1
    • Dave Dyson
      Thanks for sharing this workaround, David!
      0
    • Katie Dougherty
      Zendesk Digital Resources Team

      David GonzálezThank you so much for sharing!

      0

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