Stephanie Church

1. Community
2. Feedback - Platform: Apps & Integrations
3. Issues Integrating Outlook with Zendesk Sell

We had this issue too.  We could not find a way around it and had to stop using aliases for our Sell users, which has caused great confusion amongst our users. It's been a frustrating few months. T...

• Kommentar anzeigen
• Stephanie Church
• Erstellt 7. November 2022 18:22
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Testing users access and privileges

This would be a great and much needed feature.

• Kommentar anzeigen
• Stephanie Church
• Erstellt 20. Juli 2022 19:18
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Conditional field logic

I agree, Marc.  This would be a very useful feature.

• Kommentar anzeigen
• Stephanie Church
• Erstellt 10. März 2022 16:26
• 2 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Map View in Browser

My sales management team asked me again about this feature today.  Please consider adding it to the Sell product roadmap.

• Kommentar anzeigen
• Stephanie Church
• Erstellt 3. März 2022 17:52
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Create Dashboards for Groups/Teams

Thanks, Jakub.  We'd love to have the option to have admins manage the notifications and e-mail visibility, or at least set a company selected default.  Our users are not all compute savvy, and it ...

• Kommentar anzeigen
• Stephanie Church
• Erstellt 10. Februar 2022 13:06
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Create Dashboards for Groups/Teams

Hi Jakub,  We would want the dashboards/reports to appear native to Sell, even if they were actually generated through Explore.  It seems complicated for our users to need to use two applications t...

• Kommentar anzeigen
• Stephanie Church
• Erstellt 7. Februar 2022 16:43
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Create Dashboards for Groups/Teams

Dashboards would be created for specific functional roles.  We have two sales teams that have different sales cycles.  One is more transactional based and makes regular visits to customers on a sch...

• Kommentar anzeigen
• Stephanie Church
• Erstellt 2. Februar 2022 14:44
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Set Notifications for All Users.

I agree, Mandy.  Our users expect that the admins can adjust their settings (as well smart list views and dashboards).  It would be much easier if we could change their settings for them to improve...

• Kommentar anzeigen
• Stephanie Church
• Erstellt 2. Februar 2022 13:57
• 0 Stimmen

1. Community
2. Feedback - Sales CRM (Sell)
3. Add First Name and Last Name fields to Contacts Smart Lists fields

Hi Susan, I haven't figured it out either.  I'd appreciate if you'd share how you did it.  Thanks! Stephanie

• Kommentar anzeigen
• Stephanie Church
• Erstellt 30. November 2021 20:09
• 0 Stimmen