Reflecting your sales processes in Zendesk Sell

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2 Comments

  • Ryo Ogochi

    Anton de Young 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

    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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