Working with deals
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Adding deals
What's my plan? A deal is a business opportunity that you’ve identified through a lead or contact and manage through ... -
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... -
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... -
About sales pipeline stages
What's my plan? Zendesk Sell includes typical stages in a sales pipeline that you use as you’re managing ... -
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... -
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... -
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... -
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 ... -
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... -
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... -
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... -
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... -
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...