Batch updating using a CSV file

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2 Comments

  • Craig Atkinson

    When updating a contact to import a note, can a user be tagged using the @name style notation?

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  • Grzegorz Pogwizd

    Hi Craig,

    Thanks for your question, that's a good one! :-)

    Yes, this can be done, by including in the note this specific user's email address - the same as the login email that the user has in Sell. It doesn't even need the @ character in the front, just the email address itself.

    When Sell imports the note, it will translate the email address into the user's name and it'll be treated as a 'mention', so depending on this user's notification settings, they will get an email or a web notification or both.

    I trust this helps and in case of any further questions do not hesitate to ask.

    Grzegorz Pogwizd
    Technical Support Engineer | Zendesk Sell

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