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Gordon Sparrow

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Activity overview

Latest activity by Gordon Sparrow
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    Gordon Sparrow created a post,

    Download list of all documents in repository

    Answered
    1. Community
    2. Zendesk Suite Q&A

    Is it possible to extract a list of all files held in the document repository. We maintain a master archive in Aerofiler and need to audit the master archive on a regular basis. Being able to compa...

    • Gordon Sparrow
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    Gordon Sparrow created a post,

    Product by Customer data export

    1. Community
    2. Feedback - Sales CRM (Sell)

    When exporting a Deal Smartlist that contains Product and Customer data, Zendesk creates two output files. One (Smarlist name_by_product_date_xxxx) with Product information displayed in individual ...

    • Gordon Sparrow
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    Gordon Sparrow commented,

    1. Community
    2. Feedback - Sales CRM (Sell)
    3. Dashboards - Widgets

    Agree. As another new user, the display size of the dashboard widgets is proving to be extremely limiting. On a standard laptop screen only three widgets can be displayed on the available real esta...

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    Gordon Sparrow created a post,

    Lead conversion workflow

    Completed
    1. Community
    2. Feedback - Sales CRM (Sell)

    When converting a lead to a contact, the input form has a check box to "Create a deal for this converted lead", which is ticked (pre selected) as a default. This selection appears toward the end of...

    • Gordon Sparrow
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    • 2 followers
    • 1 comment
    • 1 vote