Customizing Sales Pipeline in Zendesk Sell
How do I customize my sales pipeline in Zendesk Sell?
Customizing your sales pipeline in Zendesk Sell involves adjusting stages to align with your sales operations. You can modify the number of stages, default win likelihood, and even skip or downgrade stages as needed. This customization helps track, manage, and report sales activities effectively. For more guidance, see the originalZendesk article.
More related questions
How can I import existing leads into Zendesk Sell?
Importing existing leads into Zendesk Sell is straightforward and flexible. You can import lead data in bulk using a CSV file, sync from your Salesforce account, or use the Sell REST API for bulk imports. These methods are ideal for your initial…
What are the options for automatically adding new leads in Zendesk Sell?
Zendesk Sell offers several options for automatically adding new leads. You can sync leads from popular marketing tools like HubSpot, use lead capture forms, or integrate with applications via Zapier. Additionally, the Sell REST API allows for…
How do I assign leads to team members in Zendesk Sell?
Assigning leads in Zendesk Sell can be done manually or automatically. You can manually assign leads by selecting a team member as the lead's owner. Alternatively, use distribution pools for automatic assignment, which evenly allocates leads in a…
How can I track lead outreach in Zendesk Sell?
Tracking lead outreach in Zendesk Sell is made easy with smart lists. You can create smart lists to monitor outreach using data fields like Added On, Last Activity Date, and Days Since Last Communication. This helps you keep track of your team's…
What is the process for converting a lead to a contact in Zendesk Sell?
In Zendesk Sell, converting a lead to a contact is part of managing deal progression. Once a lead is qualified, you convert it to a contact, which moves it from your leads list to your contacts list. If the lead's profile includes a company name,…
Can I use multiple sales pipelines in Zendesk Sell?
Yes, Zendesk Sell allows you to use multiple sales pipelines to track different sales processes. This is useful if you have distinct sales processes for different lines of business. The number of pipelines you can create depends on your Sell plan…
How can I integrate sales and support processes in Zendesk Sell?
Integrating sales and support processes in Zendesk Sell is seamless with Zendesk Support. You can convert support inquiries into Sell leads, allowing your sales team to follow up efficiently. This integration provides valuable insights into…
How do I manage deals with recurring payments in Zendesk Sell?
Managing deals with recurring payments in Zendesk Sell can be done by creating a deal to represent the total contract value and using custom fields for recurring payment data. Alternatively, integrate Sell with your finance system or use the Clone…
What options are available for managing upsell deals in Zendesk Sell?
In Zendesk Sell, you can manage upsell deals by using a deal custom field or a second pipeline. Create a custom field like 'Deal Type' with options for New and Upsell to filter and track different deal types. This helps in organizing and…
How can I handle complex sales processes in Zendesk Sell?
Zendesk Sell offers several options for managing complex sales processes. You can explore pre-built apps in the Zendesk Marketplace, use Zapier or the Sell REST API for custom integrations, or seek help from Zendesk consultants. These tools and…
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