Recent searches


No recent searches

Rodger Bradford's Avatar

Rodger Bradford

Joined Apr 15, 2021

·

Last activity Mar 27, 2023

Following

0

Follower

1

Total activity

69

Votes

8

Subscriptions

26

ACTIVITY OVERVIEW

Latest activity by Rodger Bradford

Rodger Bradford commented,

CommentTicket automation and collaboration

If the initial ticket contains an attachment, is there any way to include the attachment in the CC notification email?

View comment · Posted Mar 27, 2023 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentUsing email in Sell

Okay, I figured it out.  The "processed" message is referring to a merge tag error.  This is because the customer's first name field was empty.  

It would be tremendously helpful if we could have access to the First Name field in our smartlists.  

View comment · Posted Mar 21, 2023 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentUsing email in Sell

When I send a bulk email some of the results say that the email has been processed and there is a link provided to compose a new email for those recipients.  What does this mean?

View comment · Posted Mar 21, 2023 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentUsing email in Sell

Chris Baird - We use templates that have attachments.  They work. 

 

View comment · Posted Feb 17, 2023 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentWorking with Sell apps and integrations

Another thing that I would like to see is a sortable field for Mailchimp subscriptions.  Right now, I am never sure if all of my customers are subscribed or not.  Adding a field that could be sorted in the Contact Smartlist would be appreciated!

 

View comment · Posted Jan 19, 2023 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentCreating tasks and appointments

Dane

If Automated Actions cannot be tailored to individual preferences, then this functionality is not very valuable.  If you want to create a truly great program, then each agent or team should be able to customize it.  Having one setting on a company-wide level does not reflect the needs of real life sales teams. These sort of actions can be tailored in Support, why not Sell?

 

View comment · Posted Nov 08, 2022 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentCreating tasks and appointments

Is there a way to customize these actions for individual sales reps rather than the whole team?  Our sales team has 5 people and each of us have different styles and different types of customers.  I want to set up these automatic actions but only have them apply to my actions, not the action of someone else on the team.  

I know that I can control who the action is assigned to.  But there doesn't seem to be any control over who controls the action.  In other words, when I set up an action for a when a new lead is created, can this be limited to just leads that I create?  Otherwise, I am not sure that this feature is very useful. Thanks!

View comment · Posted Oct 18, 2022 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentUsing Sell smart lists

Dan Livingston Dane

I have the same issue.  It seems absurd that we enter the first and last names in separate fields yet we cannot extract that data in a Smartlist.  Apparently the only solution is to export the entire database in SETTINGS>EXPORT>EXPORT.  Which this is not convenient either as I have manipulate the data to separate my data from my coworkers. 

Zendesk, please add the ability to export First and Last names as separate fields in Smartlist.  Thanks!

 

View comment · Posted Sep 13, 2022 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

Community comment Feedback - Sales CRM (Sell)

Laura Hippert. This doesn't work either.  The "person" field brings up both the first and last names, just like the field in the smart list that says "contact."  It is no different.  

It is unbelievable to me that we cannot access the first and last name (separate) fields!

View comment · Posted Sep 12, 2022 · Rodger Bradford

0

Followers

0

Votes

0

Comments


Rodger Bradford commented,

CommentImporting and exporting in Sell

Dane. The issue is that the Smartlist does not contain the field that I need and the complete Account Export doesn't work because it never stops running.  I have let it run for 30-60 minutes and it is still exporting.  So how can I export the data that I need?

 

View comment · Posted Sep 06, 2022 · Rodger Bradford

0

Followers

0

Votes

0

Comments