Working with deals

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

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

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

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

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...

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

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...

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

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

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

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

Search