Reflecting your sales processes in Zendesk Sell

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2 Comments

  • Ryo Ogochi

    @... is there anyway to add another option to the Closed stage.  We have returns, so wanted to track that in the funnel.  Ideally deal attribute Won would be replaced with Return. 

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  • Laura Hippert
    Zendesk team member

    Hi Ryo! 

    I would definitely take a look at the article: Adding stages to your sales pipeline, but ultimately, yes you could add a new stage. While the default stages Won, Unqualified, and Lost, cannot be deleted, they can be renamed if you would like to modify them to fit your workflow. 

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