Creating and managing appointments for leads, contacts, and deals

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9 Comments

  • Parinitha Kiran

    Hi,

    I would like to know if there is a feature to add custom field on Appointment details?

    1
  • Katie Dougherty

    Hi @...,

    It is not possible to add custom fields to the appointment details at this time. Any additional information can be included in the Description section when creating an appointment. Please feel free to post this feedback in the Sell Community Feedback section for our Product Managers to see and other Sell users to upvote your suggestion! 

    0
  • Steve Makepeace

    I have had to sign up as a new user because I missed the time when I could activate a full subscription following my trial period.

    However in this new persona when I make an appointment it doesn't ask me if I want to use the location of the contact in the Web version or the mobile, this was a massive selling point for me.

    I'm not sure if I need to enable anything in the settings, I don't think I did for the previous account I had.

    0
  • Frank Torres

    Is there a way to merge duplicates?  It duplicated all my appointments on my calendar and I can't find a way to fix that.

    0
  • Laura Hippert

    Hi Frank! I'm going to pull your question into a ticket to further assist - as this is not something that can be done on your end. 

    0
  • Ash Tara

    This feature needs to be updated to compete with Calendly.

    1
  • Dave Dyson
    Zendesk Community Manager
    Hi Ash, thanks for the feedback – for visibility, and so we have a better idea about specifically what you'd like to see updated, can you create a post on this in our Feedback - Sales CRM (Sell) product feedback topic, using this Product Feedback Post Template to format your feedback? Thanks!
    0
  • Mark Elliott

    Is it possible to provide a web form for a prospect to request an appointment? We don't have exchange 365 so cannot use calendly. 

    0
  • Bri Fitzgerald
    Zendesk Customer Care
    Hey Mark! Calendly is a third-party app, so I'm no expert. However, per their article Connecting your calendar, Calendly can be used with Google, Office 365 or Outlook.com, Outlook desktop for Windows PC, iCloud, and Exchange. If you use any of these platforms, you should be able to integrate Calendly via their app Calendly Events for Sell.

    At this time the only form that Zendesk offers is a Lead capture form, which cannot be used to schedule appointments. Building an appointments form out via the Sell API also isn't an option, because there's no appointments endpoint that can be used to POST data.
     
    If you integrate Google Calendar, you could possibly find a way to push an appointment to your calendar, outside of Zendesk, and it would sync automatically to Sell. Additionally, you may be able to accomplish your goal using Zapier. Lastly, I'd recommend checking out alternatives in our Marketplace.
    0

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