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Zak Wilkowski's Avatar

Zak Wilkowski

Joined Apr 15, 2021

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Last activity Oct 22, 2021

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ACTIVITY OVERVIEW

Latest activity by Zak Wilkowski

Zak Wilkowski created a post,

Post Feedback - Sales CRM (Sell)

Please add additional fields in Zendesk Sell reporting. For example, it would be great to be able to breakdown Activities and Call Logs by Zip Codes so we can see which areas our sales teams are focusing on. 

Posted Apr 21, 2021 · Zak Wilkowski

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Zak Wilkowski commented,

CommentWorking with leads and contacts

When merging leads/contacts, are both Lead Properties and Communication (recorded calls, emails etc.) copied over to the new lead/contact? 

View comment · Posted Apr 21, 2021 · Zak Wilkowski

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Zak Wilkowski created a post,

Post Feedback - Sales CRM (Sell)

Each time a Lead is converted to a Contact, it would be great if you could trigger an automated email to be sent to that customer. This would save the team manually having to send these out within Sell. 

Posted Apr 19, 2021 · Zak Wilkowski

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Zak Wilkowski created a post,

Post Feedback - Sales CRM (Sell)

Please can you add additional countries in Zendesk Sell. We split our UK/IE Market into Great Britain, Northern Ireland and Ireland. Currently we cannot differentiate between GB and NI as the only option is United Kingdom. 

Thanks, 

Zak 

 

Posted Apr 09, 2021 · Zak Wilkowski

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Zak Wilkowski created a post,

Post Feedback - Sales CRM (Sell)

It would be great to be able to have reports on visits, calls and other activities that could then be filtered against Lead and Contact Properties e.g. Zip Code. 

This would allow managers to be able to see where their sales teams are focusing on and provide more insights into lost or potential sales activities. 

Posted Mar 30, 2021 · Zak Wilkowski

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Zak Wilkowski created a post,

Post Feedback - Sales CRM (Sell)

We have an internal sales team that books appointments for our field sales team. In Sell, you cannot create an appointment for another user. 

The workaround to use Outlook or Gmail requires an email address which we do not have for many of our Leads. 

Posted Mar 16, 2021 · Zak Wilkowski

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Zak Wilkowski commented,

CommentEnriching your leads, contacts, and prospecting, with Sell Sales Engagement Tools (Reach)

How do we remove Reach from our Sell platform now we have decided it is not useful for us? 

View comment · Posted Feb 25, 2021 · Zak Wilkowski

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Zak Wilkowski commented,

CommentUsing email in Sell

Hi, is it possible to send an automated email when a Lead is converted to a Contact? 

View comment · Posted Jan 06, 2021 · Zak Wilkowski

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