Moving Deals Between Pipelines in Zendesk Sell
Can I move a deal from one sales pipeline to another in Zendesk Sell?
Yes, you can move a deal from one sales pipeline to another in Zendesk Sell. To do this, click 'edit' on the pipeline or select a stage from another pipeline to place the deal into. However, be aware that a deal’s history is lost when moved to a different pipeline, and reporting will only reflect the deal's current pipeline.
More related questions
How can I add a new sales pipeline in Zendesk Sell?
To add a new sales pipeline in Zendesk Sell, you need to be on one of the two highest Sell plans. Start by clicking the Settings icon on the Sell sidebar, then navigate to Customize > Sales Pipelines. Click 'Add new pipeline', give it a name, and…
What are the steps to customize pipeline stages in Zendesk Sell?
Customizing pipeline stages in Zendesk Sell is straightforward. Hover over a stage and click the Pencil icon to edit its name and win likelihood. To delete a stage, hover over it and click the Trashcan icon, but note that the first and last stages…
How do I add users to a sales pipeline in Zendesk Sell?
To add users to a sales pipeline in Zendesk Sell, click the User tab and select 'Assign users'. You can search for users or select them from the drop-down menu. Once selected, click 'Save changes' to add them to the pipeline. Remember, adding users…
How can I delete a sales pipeline in Zendesk Sell?
To delete a sales pipeline in Zendesk Sell, click the Settings icon on the Sell sidebar, then go to Customize > Sales pipelines. Select the pipeline you wish to delete and click the Trashcan icon. Note that if your plan only allows one pipeline,…
How do I set up custom fields in a sales pipeline in Zendesk Sell?
To set up custom fields in a sales pipeline, go to Settings > Customize > Sales Pipelines > Custom Fields. The drop-down field will show which pipeline you're working with. Global custom fields, marked with globe icons, are visible on all pipelines…
Can I toggle between different pipelines and views in Zendesk Sell?
Yes, you can easily toggle between different pipelines and views in Zendesk Sell. To switch pipelines, go to Deals > Sales Pipeline and select the desired pipeline from the drop-down menu. You can also toggle between the pipeline and Table view by…
Do automated actions work across multiple pipelines in Zendesk Sell?
Yes, automated actions can be configured to work across multiple pipelines in Zendesk Sell. You can specify which pipelines an action should trigger on from your Automated Action settings page, allowing for streamlined processes across different…
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