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Owner

Joined May 13, 2021

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Last activity Oct 11, 2022

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Latest activity by Owner

Owner commented,

Community comment Feedback - Sales CRM (Sell)

Hi Jakub. Any update? i.e. when will batch 1 & 2 be ready to test?

View comment · Posted Oct 11, 2022 · Owner

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Owner commented,

Community comment Feedback - Sales CRM (Sell)

Hi. Yes, please enable them for me. Also, do you have an ETA for Batch 2? 

View comment · Posted Sep 13, 2022 · Owner

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Owner commented,

Community comment Feedback - Sales CRM (Sell)

Hi Jakub

Do you have an updated ETA for the release of custom fields i.e. it's been more than 6 weeks?

View comment · Posted Sep 12, 2022 · Owner

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Owner commented,

Community comment Feedback - Sales CRM (Sell)

Do you have an ETA for adding custom fields to triggers?

View comment · Posted Aug 24, 2022 · Owner

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Owner commented,

CommentReflecting your sales processes

Do you have an ETA for adding custom fields to triggers?

View comment · Posted Aug 23, 2022 · Owner

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Owner commented,

CommentUsing email in Sell

There are a number of considerations, one being that you cannot send large volumes of emails from Sell. Another being whether you want the email logged in CRM or you want to report 'days since last communication'. 

If your volumes are small, you could get the benefit of having the emails logged against the contact record by creating an email sequence using Zaps and based upon 'days since last communication' and the added benefit of sequences for deals. 

An email sequence via an external email marketing tool would not suffice if you have more than one sequence for deal pipeline stages. In this case, maybe only zaps to SMS would be viable. 

If your requirement is for contacts only, and deals have not been assigned, maybe you could keep them as leads or you could zap them into another pipeline as leads?

I.e. I only say this because I expect, an email sequence with automation at the deal level would take some time for Sell to release.

View comment · Posted May 07, 2021 · Owner

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Owner commented,

CommentUsing email in Sell

I was previously of the opinion that email sequences were needed for contacts and deals, however, I no longer believe that to be the case i.e. the concept of applying such sequences is flawed unless you can add triggers and conditions e.g. a fixed sequence would not make sense unless it was based upon individual stages, however, it does makes sense at the lead level because leads do not sit within pipeline stages. 

View comment · Posted May 06, 2021 · Owner

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Owner commented,

CommentUsing email in Sell

It would be nice if this feature was also available for deals.

View comment · Posted Apr 10, 2021 · Owner

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Owner commented,

Community comment Feedback - Ticketing system (Support)

that would be brilliant

View comment · Posted Apr 09, 2021 · Owner

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