Adding stages to your sales pipeline

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11 Comments

  • 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.  

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  • Beau P.
    Zendesk Customer Care

    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

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  • Ivan

    Another question for this case. If I have a lot of deals in first stage and I want to add a stage before first, how can I do it. If I just rename my actual first stage, so all my deals become with wrong stage!

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  • Shannon Simmons

    Hi Ivan,

    My company had to make a smartlist of all the deals in the original first stage and save that list so you can easily find and change them to the correct stage. Then you add/change the order of stages. When you go back to the saved smartlist, at the top there should be a button to "Move to Stage" and you can move the original first stage deals to the appropriate one. 

    Hope this helps!

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  • Beau P.
    Zendesk Customer Care

    Shannon is right on the money with this one; thanks for your input!

    Beau | Customer Advocate

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  • Dean Fox

    How can I add a stage after the last stage?  My current last stage is closed stages (Won, Unqualified, Lost).  I want to add a stage after that for "Shipped" after the product is shipped and invoiced.

    That would give us the ability to sort out Deals that are "won" but have not shipped yet.

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  • Beau P.
    Zendesk Customer Care

    Hello Dean,

    It is not presently possible to add stages beyond the Closed stages (Won, Unqualified, Lost). Stages can only be added to the flow prior.

    Beau | Customer Advocate

    Ask our Zendesk Community

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  • Chelsey Beasley

    I don't see an option for "sales pipeline" under the "customize" dropdown in my settings. Am I missing something?

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  • Laura Hippert

    Hi Chelsey! If you aren't an admin in your Zendesk Sell account, the "Sales Pipeline" will not be available for customization. You can reach out to an admin on your team to make changes!

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  • Jean Gilles Capital

    Hi , How can I upload my list of clients keeping the same format as it was done manually 

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  • Tony
    Zendesk Customer Care
    Hi there,
     
    you can upload your list of leads/contacts/deals via CSV. For more information, please have a look at this article.
     
    Best,
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