Change Default Stage for Cloned Deals in Zendesk Sell?
Can I change the default stage for cloned deals in Zendesk Sell?
Currently, it is not possible to change the default stage for cloned deals in Zendesk Sell. All cloned deals automatically start in the first stage of the sales pipeline, which is 'Prospecting' by default. This limitation has been noted by users, and while there is no current functionality to alter this setting, it may be considered for future updates.
For now, users will need to manually adjust the stage of each cloned deal after creation.
More related questions
How do I install the Clone Deal app in Zendesk Sell?
Installing the Clone Deal app is a straightforward process. First, navigate to the Settings in Zendesk Sell, then select Tool > Apps. Click on Marketplace in the upper-right corner of the page. Enter 'Clone Deal' in the search bar, double-click on…
What is the Clone Deal app used for in Zendesk Sell?
The Clone Deal app is designed to help Zendesk Sell users easily duplicate existing deals. This feature is particularly useful for training and onboarding new users, as it allows them to practice on test deals without affecting real data. By…
How do I use the Clone Deal app to duplicate a deal?
Using the Clone Deal app to duplicate a deal is simple. When you have a deal open, the app will appear in the right sidebar on the Deals page. To clone a deal, select the estimated close date, the pipeline, and the new deal name in the app. Then,…
What are the release notes for the Clone Deal app?
The Clone Deal app has had a couple of updates since its initial release. Version 1.0.0 was the initial release on May 12, 2020. The most recent update, Version 1.0.1, was released on July 23, 2021, and it fixed an issue with custom fields not…
Interested indeflectingover 70% of your Zendesk support tickets?
Zendesk Support Tickets
Zendesk Messaging (live chat)
Join1,000+ companies reducing their support costs and freeing up support agents for more important work
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
“We needed an AI agent integrated within our current tools. My AskAI was the only solution that wasn't going to disrupt our operations.”
Zeffy
“At the end of last year I was given the challenge - how can we provide the same or better service, without hiring anyone?”
Zinc
“My AskAI blew everybody else out of the water. It made the selection process very easy for us.”
Customer.io($50M+ ARR)
“It now resolves 71% of queries (over 35,000 every month), meaning more time solving complex issues and improving UX.”
Freecash
Reduce support costs.Spend more time on customer success.
