Deal pipeline stages

Zendesk Sell tracks deals through stages from first contact to close. A Beam agent reads deal activity and incoming signals, applies the advancement rule you approved, and updates a deal stage or fields when the criteria are clearly met, notifying the owner as it moves. A signed document or completed step can push a deal forward on its own. Deals with mixed signals, unusual discounts, or values above your threshold are left in place and routed to a person, because moving a deal to closed or forecasting on a shaky stage change misleads the whole revenue picture.

Lead and contact records

Leads and contacts hold the people and companies behind each deal. The agent reads new leads from your forms and lists, applies your qualification and deduplication rule, and updates or creates the matching record in Zendesk Sell with the fields filled in. Clean, unique leads are filed automatically. A lead that matches several existing contacts, or one missing the details your rule requires, is held for a person to reconcile, since a duplicated or mismatched contact scatters a customer history across records and quietly undercuts every report built on top of it.

Task and activity notes

Calls, emails, and meetings attach to deals and contacts as logged activities and tasks. A Beam agent reads completed activities and upcoming commitments, applies your follow up rule, and updates the record or creates the next task so nothing agreed with a customer slips. Routine next steps are scheduled by rule. Commitments that involve pricing, contract terms, or a promise your rule cannot verify are flagged for a person instead, because a task built on a misread of what was actually promised can set a customer expectations against what the team can really deliver.