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Mitja Kolsek's Avatar

Mitja Kolsek

Joined Jun 13, 2023

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Last activity Dec 20, 2023

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Latest activity by Mitja Kolsek

Mitja Kolsek commented,

Community comment Feedback - Sales CRM (Sell)

Hi there,

First of all, thank you for a great product - you're enabling us to stay on top of things with our growing number of sales communication. Now, since you asked, a few issues that we think have room for improvement:

1) Importing email from mail server: We have thousands of emails - and growing -in our inbox on the mail server and we had to reconnect Sell to it twice to adjust connection configuration. In both cases, we ran into the (known) issue that only up to about 1500 emails get imported (separately from "inbox" and "sent" folders), and friendly support folks did some back-end magic to have more emails imported - but never did really all emails get imported. This can be unpleasant because you're replying to an email from a customer who you had a conversation before but Sell isn't showing that and it's kind of rude to show the customer that you don't have your past communication with them at hand. We now have to check for previous communication directly on the email server in case we suspect the customer may have been in contact with us before. I'm not sure where this "1500 emails" limitation comes from but it would be really nice to somehow eliminate it.

2) Android Sell app is great and it does everything we need for on-the-road processing of incoming email - except for one thing: the "Suggested people" feature where one can turn a new incoming email into a lead or contact to make it appear in the Sell Inbox. We're working around this by manually creating a lead/contact in the Sell app and wait for the email to appear, but it would be nice to have this feature there.

3) The new email UI: at some point, replying to an email in Sell moved from the center pane to the narrow right-side pane, which may be convenient on large-resolution monitors but on a 1920x1080p, it provides a really small area for the email reply. Granted it can be "maximized", i.e., expanded to the majority of the right-side pane, but that's still smaller than it used to be in the central pane. Can we please have an option to revert to the previous situation and reply in the center pane? Note that creating a new email (instead of replying or forwarding) is still possible in the central pane.

Thanks,
Mitja

 

View comment · Posted Jun 13, 2023 · Mitja Kolsek

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