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Working with deals


Adding deals

What's my plan? A deal is a business opportunity that you’ve identified through a lead or contact and manage through ...

Edited Jun 21, 2024

1 vote  ·  1 comment

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Working with multiple sales pipelines

What's my plan? Your Zendesk Sell account has one sales pipeline by default. To track multiple unique sales proce...

Edited Jun 21, 2024

1 vote  ·  7 comments

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Creating and using deal loss reasons

What's my plan? When a deal is lost, you move it into the Lost stage of the sales pipeline (see About sales pipelin...

Edited Jun 21, 2024

1 vote  ·  0 comments

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About sales pipeline stages

What's my plan? Zendesk Sell includes typical stages in a sales pipeline that you use as you’re managing ...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Deleting deals

What's my plan? You can delete deals in your Zendesk Sell account if they’re no longer needed and you want to clean u...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Editing deal details

What's my plan? You can edit the details of your deals to, for example, update the value, win likelihood, and estima...

Edited Jun 21, 2024

0 votes  ·  4 comments

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Sales forecasting your deals

What's my plan? When you create a deal in Sell, you can add data to help you forecast the likelihood of ...

Edited Jun 21, 2024

0 votes  ·  2 comments

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Sending bulk email messages to deal contacts

What's my plan? If you have an email message that you want to send to a group of contacts with open deals (for examp...

Edited Jun 21, 2024

0 votes  ·  1 comment

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Backdating deals

What's my plan? If you need to back date a deal (for example, you forgot to update a deal on the date that it was won...

Edited Jun 21, 2024

0 votes  ·  0 comments

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Changing a deal’s primary contact

What's my plan? Deals can have any number of contacts associated with them. However, only one of those contacts is t...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Aligning pipeline stages with your sales process

What's my plan? You can personalize stages in the pipeline to improve both your team's adoption and conversion rates...

Edited Jun 21, 2024

1 vote  ·  0 comments

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Working with currencies in Sell

What's my plan? In Sell, you can select any base currency for your product, and also select the currency individual...

Edited Jun 21, 2024

1 vote  ·  4 comments

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Using the Product Catalog to define products and services in Sell

What's my plan? You can use the Product Catalog to define the products (goods) used with your deals, which adds ano...

Edited Jun 21, 2024

2 votes  ·  8 comments

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Adding stages to your sales pipeline

What's my plan? In Zendesk Sell, typical stages of a typical sales pipeline are included in the ...

Edited Jun 21, 2024

1 vote  ·  11 comments

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Creating and using unqualified deal reasons

What's my plan? When a deal comes to an unsuccessful closure, you mark it as unqualified, which is one of the closed ...

Edited Jun 21, 2024

0 votes  ·  0 comments

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