Creating Multiple Sales Pipelines in Zendesk Sell
Can I create multiple sales pipelines in Zendesk Sell?
Yes, you can create multiple sales pipelines in Zendesk Sell, depending on your plan. If you are on the second highest Sell plan, you can create one additional pipeline. On the highest Sell plan, you can create unlimited pipelines.
This feature allows you to manage different sales processes separately, providing greater flexibility and organization in handling various types of deals.
More related questions
What are the default stages in a Zendesk Sell sales pipeline?
Zendesk Sell provides a structured approach to managing deals with its default sales pipeline stages. These stages include both active and closed stages, helping you track the progress of deals from start to finish. The active stages are Incoming,…
Can I customize the sales pipeline stages in Zendesk Sell?
Yes, you can customize the sales pipeline stages in Zendesk Sell to better fit your sales process. While Zendesk Sell provides default stages, you have the option to add your own stages and make changes to the existing ones. This flexibility allows…
What is the Incoming stage in Zendesk Sell?
The Incoming stage is the initial step in the Zendesk Sell sales pipeline for a potential closed deal. When you qualify a lead, convert them to a contact, and create a deal, it automatically enters the Incoming stage. At this point, you may not…
What happens during the Qualified stage in Zendesk Sell?
During the Qualified stage in Zendesk Sell, you gather information and requirements to better understand the scope of the deal. This stage is crucial for collecting the necessary details to provide the contact with a quote. Once you have all the…
What is the purpose of the Quote stage in Zendesk Sell?
The Quote stage in Zendesk Sell is where you deliver the quote to the contact. This stage is pivotal as it involves presenting the terms and pricing of the deal to the potential customer. If the contact accepts the quote, you can then move the deal…
What does the Closure stage entail in Zendesk Sell?
In the Closure stage of Zendesk Sell, you negotiate the final terms of the deal and work towards closing it. This stage is where you finalize the agreement with the contact, ensuring all parties are satisfied with the terms. Successfully closing…
What are the closed stages in Zendesk Sell?
The closed stages in Zendesk Sell are used when a deal has reached its conclusion, whether successfully or not. These stages include Won, Unqualified, and Lost. A deal is moved to the Won stage if it is successful, to Unqualified if the opportunity…
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