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Reflecting your sales processes in Zendesk Sell



Edited Jun 21, 2024


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@... 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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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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Older article but perhaps you can help. We are trying to add a second value field to Deals in similar fashion to what is referred to in the article: 

 

If you chose one of the above options, you could create a supplemental custom field called Monthly Payment or Total Contract Value to track/report on that information.

 

However, when establishing a custom field, we are unable to set the Field Type to currency, so it does not report as a dollar amount - the closest option is “Number." Let me know if I'm missing something.

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