Adding stages to your sales pipeline

What's my plan?

In Zendesk Sell, typical stages of a typical sales pipeline are included in the Stages view of the Deals page (see About sales pipeline stages). There are active stages (Incoming, Qualified, Quote, Closure) and closed stages (Won, Unqualified, Lost). If needed, you can add more active stages to your pipeline.

On the second highest Sell plan, you can create one additional pipeline. On the highest Sell plan, you can create unlimited pipelines (see Working with multiple sales pipelines).

Admin users can add active stages to your pipeline.

To add stages to your pipeline

1. Click Settings (), then select Customize > Sales Pipelines.
2. To add an active stage, click Add (+), located between the existing stages where you want to add a new stage.
3. Enter the name of the stage and the percentage of win likelihood (both are required).

   

4. Click Save.

To delete or edit a pipeline stage

• Hover your cursor over the stage name and the edit () and delete () icons will appear.

Note: Four of the default stages cannot be deleted: Incoming and the closed stages (Won, Unqualified, Lost).

To edit the names of the stages (the default stages and the stages you added), go to the Pipelines settings page.

If you want to change the order of the active stages you add, you need to add the stages and name them in the order you want.

Note: You can rename the closed stages (Won, Unqualified, Lost) but they will continue to function as Won, Unqualified, and Lost for reporting purposes.

When you add pipeline stages, they appear immediately in the Stages view of the Deals tab for all Sell users.