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Marie Laurenza

Joined Apr 14, 2021

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Last activity Aug 01, 2024

Zendesk Engineering

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ACTIVITY OVERVIEW

Latest activity by Marie Laurenza

Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

The capability currently exists to duplicate a Deal with all the custom fields in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

View comment · Posted Aug 23, 2022 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Hi Jason -- this capability currently exists in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

View comment · Posted Aug 23, 2022 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Hi Roland,

If you want to preserve past activity history for any user you should deactivate that user instead of deleting them. A help article that describes this in much more detail is here

-Marie

View comment · Posted Mar 15, 2022 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Hi Gerry,

I see that you have the Sell app installed in your Support account. For information on how to view or change the layout/order/visibility of apps in Support please see this article.

Best,

-Marie

View comment · Posted Dec 03, 2021 · Marie Laurenza

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Marie Laurenza created an article,

ArticleHelp with sales

Question

How do I connect my legacy Sell account with an existing Zendesk account if I am not the account owner?

Answer

The account owner of a Zendesk subdomain is the only one who can agree to connect a legacy Sell account to Support. Being the account owner is essential and is mentioned as a prerequisite in this article: Connecting your legacy Sell account to the Zendesk platform. If the account owner does not have a Zendesk Sell license, follow the instructions below.

To provision a Sell license and have the account owner connect the accounts

  1. Identify the account owner of the Support account using the instructions in this article: Who is the owner of my account? 
  2. Provide the Support account owner with an admin license for Sell, if they do not have one already, see the article: Adding and removing Sell licenses. If you do not have a license available, deactivate an active Sell user for the short time needed to integrate.
  3. Have the account owner log into Sell and connect the accounts using the instructions in the article: Connecting your legacy Sell account to the Zendesk platform.
  4. Remove the Sell license from the account owner and reactivate the Sell user.

Edited Jul 26, 2023 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Additional Email fields can be created on Leads and Contacts and then emails to/from those email addresses will sync to Sell. Information on how to add a custom field is here.

View comment · Posted May 26, 2021 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Hello,

We appreciate your feedback. We just released a fix to the issue you reported regarding having to re-input information if the box is unselected. Hopefully this is a welcome update.

Best,
-Marie

 

View comment · Posted May 14, 2021 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Hello all,

Appreciate the feedback! I wanted to announce that we have recently added the functionality to allow Support Agents to choose the Sell Owner for the new Lead in Sell.

Help Center article on how to enable this for your account here.

-Marie

View comment · Posted May 11, 2021 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Got it -- the main request is for the ability to backdate/edit a call's date in Sell. We'll track this request and see if it's an important enhancement for others as well. There's always a balance between letting people backdate and activity reporting/validity.

-Marie

View comment · Posted Nov 13, 2020 · Marie Laurenza

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Marie Laurenza commented,

Community comment Feedback - Sales CRM (Sell)

Hi Taylor,

Can you tell me more about why your team uses Notes to Log Calls in Sell instead of manually logging them as a Call? Is it because you want to use the Note Tagging feature that is currently only available on Notes and not on Calls/Texts/Emails?

We are currently working hard to get Sell data into Zendesk's Explore reporting tool, so I expect your custom reporting requests to be solved with the work we're doing in that project, but would love to understand your request more. I don't expect us to include Notes in the Communication field since most Notes don't represent a client communication, so it'd be great to understand more deeply what outcome you need to achieve.

-Marie

View comment · Posted Nov 13, 2020 · Marie Laurenza

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