Adding stages to your sales pipeline

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7 Comments

  • Philip Crump

    In the second paragraph you say "With the Sell Enterprise plan, you can create one additional pipeline. With the Sell Enterprise plan, you can create unlimited pipelines (see Working with multiple sales pipelines)." 

    You say Enterprise twice, I think there may be a typo.

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  • Sophie McMonagle

    Thanks Philip Crump!

    It was a typo - all fixed now.

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  • Shannon Simmons

    Can I add a stage in front of our first stage? Right now our pipeline starts with Qualified, but we have some iffy qualified deals from the migration that are marked as Qualified but are really TBD's.  

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  • Beau Padesky
    Zendesk Customer Advocate

    Hello Shannon,

    You can rename your first stage to match your initial pipeline stage (clicking on a stage box will allow you to edit), and then re-add Qualified as the stage after using the + icon between stages as this article describes.

    Beau | Customer Advocate | support@zendesk.com

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  • Ivan

    Another question for this case. If I have a lot of deals in first stage and I want to add a stage before first, how can I do it. If I just rename my actual first stage, so all my deals become with wrong stage!

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  • Shannon Simmons

    Hi Ivan,

    My company had to make a smartlist of all the deals in the original first stage and save that list so you can easily find and change them to the correct stage. Then you add/change the order of stages. When you go back to the saved smartlist, at the top there should be a button to "Move to Stage" and you can move the original first stage deals to the appropriate one. 

    Hope this helps!

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  • Beau Padesky
    Zendesk Customer Advocate

    Shannon is right on the money with this one; thanks for your input!

    Beau | Customer Advocate

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