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Jared Maltz's Avatar

Jared Maltz

Joined May 06, 2021

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Last activity Feb 21, 2025

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ACTIVITY OVERVIEW

Latest activity by Jared Maltz

Jared Maltz commented,

Community comment Feedback - Sales CRM (Sell)

Angela Falbo unfortunately, Zendesk (looping in some team members - Brett Bowser @... @...) has been radio silent on this. I wouldn't expect something anytime soon.

View comment · Posted Jun 15, 2022 · Jared Maltz

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Jared Maltz created a post,

Post Feedback - Sales CRM (Sell)

Our team is looking to be able to add the "Associated Contacts" field from a deal into the list view for deals. This way we can view, filter, sort and export based on this field. The only related field that is available is the "Contact" or primary contact field, which doesn't really help here.

The other way we would like to utilize this field is regarding integrations like Zapier for example. We are trying to build a "Zap" or workflow where we take a Zendesk Sell contact ID and add it into the associated contact field on a deal. Unfortunately, like the list view, the only the related field available is the "Primary Contact" field which doesn't help here.

Posted Jul 16, 2021 · Jared Maltz

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