Adding stages to your sales pipeline

Return to top
Have more questions? Submit a request

4 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.

    0
  • Sophie McMonagle

    Thanks Philip Crump!

    It was a typo - all fixed now.

    0
  • 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.  

    0
  • 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

    Ask our Zendesk Community

    0

Please sign in to leave a comment.

Powered by Zendesk