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Taylor Choonhaurai

Joined Apr 15, 2021

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Last activity Feb 21, 2023

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ACTIVITY OVERVIEW

Latest activity by Taylor Choonhaurai

Taylor Choonhaurai created a post,

Post Feedback - Sales CRM (Sell)

The Zendesk Sell mobile app's syncing with real in time usage is a huge issue. The activity feed does not sync with actual usage (it does not matter if the app is refreshed).

Searching within the app is pretty much useless due to the lack of robustness of the app. I've directed our team to use Smart Lists (set up on the desktop) and search within those because a general search never works. 

 

The main use for the app for our team is the mobile map. If the desktop also had a map for contacts/leads it would be helpful. 

Posted Feb 21, 2023 · Taylor Choonhaurai

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Taylor Choonhaurai commented,

Community comment Q&A - Sales CRM (Sell)

The mobile app does not sync in real-time. I've submitted multiple posts about this, the feedback I received from developers is that the mobile app only syncs with 2,500 objects (contacts, notes, etc). 

View comment · Posted Feb 21, 2023 · Taylor Choonhaurai

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Taylor Choonhaurai commented,

Community comment Feedback - Sales CRM (Sell)

Is there a plan to add triggers to Contacts, not just leads? It would be great if a Visit or Call could be a trigger so the representative can follow up with the outreach. 

View comment · Posted Sep 13, 2022 · Taylor Choonhaurai

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Taylor Choonhaurai commented,

CommentSell basics

What are the  certain actions collaborators are notified on? Per the :

"The collaborator is notified when certain actions take place on those records."

View comment · Posted Jul 21, 2022 · Taylor Choonhaurai

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Taylor Choonhaurai created a post,

Post Feedback - Sales CRM (Sell)

Our company uses Parent Company's and Company Hierarchy's extensively. We sometime have 50+ companies under 1 parent. The Zendesk app has a small  icon that users accidentally press and delete the parent company. This is a frustrating issue because the app does have a difficult time pulling up Existing Company names, which I've reached out to support to address. The users may have difficulty selecting the right company parent due to the large web of contacts as well so this quick delete feature is not ideal.

Posted Mar 30, 2022 · Taylor Choonhaurai

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Taylor Choonhaurai commented,

Community comment Feedback - Sales CRM (Sell)

We engage in conversations on platforms and also like to view their profile before entering the store. It is helpful for our team specifically because we are active on social media and like to tag customers when we visit their store. 

View comment · Posted Nov 16, 2021 · Taylor Choonhaurai

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Taylor Choonhaurai commented,

Community comment Feedback - Sales CRM (Sell)

I agree and believe this would be very helpful. We've added Instagram in as a custom link field but it would be cleaner is all social media was in one spot. 

View comment · Posted May 26, 2021 · Taylor Choonhaurai

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Taylor Choonhaurai created a post,

Post Feedback - Sales CRM (Sell)

There is no way to turn off collaborator notifications via email or in site. I am adding users to 100+ cards and I'd love to turn it off for them. 

Posted Apr 27, 2021 · Taylor Choonhaurai

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Taylor Choonhaurai created a post,

Post Feedback - Sales CRM (Sell)

It would be great is we could add collaborators more efficiently. Currently the only option to edit collaborators is to open every card and add. If we could add/edit them on list view this would be optimal or batch editing with a CSV file. With new hires coming on it is very time consuming to add them as a collaborator on all cards for their area. 

Posted Apr 27, 2021 · Taylor Choonhaurai

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Taylor Choonhaurai commented,

CommentManaging users in Sell

Why is a topmost manager not the person with all the contacts reporting to them? This is not very clear. If everyone reports to the topmost manager, why are there no reportees?

 

View comment · Posted Apr 26, 2021 · Taylor Choonhaurai

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