Call Topic on Log a Visit
When logging a call on a contact that has deals, there is a drop down labeled "Call Topic" that is a list of deals for the customer.
The resulting call note is then visible on both the contact and the selected deals.
Can this Call Topic drop down be added to "Log a Visit" so visit notes can be visible on both the contact and selected deals?
I'm afraid that you can't add the 'Call Topic' as an outcome when logging a visit. However, a workaround is to manually enter the call topic under Visit Notes.
I hope this helps!
Along the same lines, where do these topics come from? I could not find any information about how to create or control these topics. When I checked the Voice Settings in the control panel, there were options to modify Call Outcome but not the Topic.
These Call Topics reflect the Deals associated with the Contact you are calling. You can select other Deal options if they are associated with the Contact, but otherwise, I'm afraid they cannot be customized further.
I hope this clarifies!
Thanks for that info, Sharie. Would you please consider adding call topics to visits as a future enhancement to Sell?
Hi Stephanie,I understand why this would be a helpful feature. That being said, we encourage you to submit this as product feedback on our Community where other users can upvote ideas: https://support.zendesk.com/hc/en-us/community/topics/360003042793-Feedback-on-Sell.Here your request can gain traction through community input and voting to provide our Product team valuable feedback for future changes to Zendesk Sell. Our team frequently visits this forum to consider functionality changes and feature requests from our online community.
I thought I had posted this to Feedback on Sell. Where did it actually get posted?
Apologies for the confusion! You posted in the correct topic so no worries there :) We'll be sure to pass your feedback along to the appropriate team so they're aware of this limitation.
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