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Devin Snelling

Beigetreten 30. Sept. 2022

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Letzte Aktivität 26. Okt. 2022

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Community-Kommentar Feedback - Sales CRM (Sell)

@Katarzyna Kurzyńska - Madej

Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up. 

 

Kommentar anzeigen · Gepostet 26. Okt. 2022 · Devin Snelling

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Community-Kommentar Feedback - Sales CRM (Sell)

Agreed! We would really benefit from having conditional fields - our list of custom fields is always growing. Especially around required fields using the "field rules" feature - If we could have some fields required only if another field is filled out, that would be huge!

 

Kommentar anzeigen · Gepostet 13. Okt. 2022 · Devin Snelling

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KommentarHow to manage phone numbers in Talk

Is there a way I can mute or re-route incoming calls within Zendesk Sell?

I want to be able to make outgoing calls, but I do not want to receive calls during certain hours.

Kommentar anzeigen · Gepostet 30. Sept. 2022 · Devin Snelling

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