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Edit Client Status with new value & also Status of potential client

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Christian Meinhart

Publication le 15 juin 2024

I was not able to find a way to edit & or add new value to client status and status of potential client? 

 

Would be happy about a feedback.

 

Chris

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    Arianne Batiles

    Zendesk Customer Care

    Hi Christian Meinhart 

     

    Could you please confirm if you're referring to the stages in your sales pipeline in Zendesk Sell? If that's the case, you can add or edit a stage by following the instructions in this article. If you're referring to something else, could you provide more details about what you'd like to achieve? 

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    Christian Meinhart

    Thanks. I tried to have stages/phases on contacts but I should stick to the out of the box solution on deals. thanks

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