Adding a Stage Before the First Stage in Zendesk Sell
Can I add a stage before the first stage in my sales pipeline?
Yes, you can add a stage before the first stage in your sales pipeline by renaming the current first stage and then adding a new stage before it. This involves clicking on the stage box to edit the name and using the Add (+) icon to insert a new stage.
If you have existing deals in the first stage, consider creating a smartlist to track them. This way, you can easily move them to the correct stage after reordering. This method ensures that your deals are accurately categorized without disrupting your pipeline flow.
More related questions
How do I add a new stage to my sales pipeline in Zendesk Sell?
To add a new stage to your sales pipeline in Zendesk Sell, navigate to the Sales Pipelines settings. Click on the Settings icon, then select Customize > Sales Pipelines. You can add a new active stage by clicking the Add (+) button between existing…
Is it possible to add a stage after the closed stages in Zendesk Sell?
Currently, it is not possible to add a stage after the closed stages (Won, Unqualified, Lost) in Zendesk Sell. The system is designed to have these closed stages as the final steps in the pipeline. If you need to track additional steps like…
Why can't I see the 'Sales Pipeline' option in my Zendesk Sell settings?
If you don't see the 'Sales Pipeline' option under the 'Customize' dropdown in your Zendesk Sell settings, it might be because you are not an admin user. Only admin users have access to customize the sales pipeline. To make changes, you will need…
How can I edit or delete a stage in my sales pipeline?
To edit or delete a stage in your sales pipeline, hover over the stage name. This will reveal the edit and delete icons. You can click these icons to make the necessary changes. Keep in mind that four default stages cannot be deleted: Incoming,…
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