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Eric Thompson

Joined Oct 22, 2021

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Last activity Jan 17, 2024

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ACTIVITY OVERVIEW

Latest activity by Eric Thompson

Eric Thompson created a post,

Post Q&A - Sales CRM (Sell)

For example, If I have a list of 100 leads, contacts, or deals, my options for selecting them in the table view is to either select all of them or select them one by one. Most sites allow for selecting a range of leads by using the shift key. This does not work in Sell and forces unnecessary filtering or manually selecting records one by one. 

Posted Jan 17, 2024 · Eric Thompson

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Eric Thompson commented,

Community comment Feedback - Ticketing system (Support)

Doesn't work for Voice Typing with Microsoft either.  I submitted a ticket #12264133. This is the ONLY website that has exhibited this problem. A script conflict on the site? Every other website with a text box that I've seen is able to allow for dictated content. My direct experience on this is with Sell. I do not use other Zendesk products at this time. 

View comment · Edited Jan 17, 2024 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

There should be an option for this so one does not destroy a sale with a tricky-to-say name. :)

Posted May 12, 2023 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

Ability to leave a pre-recorded voicemail while when calling via click to dial or power dial to speed up prospecting/customer service. 

Edited Nov 22, 2022 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

Have the Name, Company Name, and address formatted in a way that they can be copied and pasted easily for mailing literature, letters, brochures, etc. Currently, all of these fields are separate. 

Use case example: I'm speaking with a prospect and now I want to send a follow-up letter to them. To be able to copy all of that information to a label would be a great time saver. 

Posted Sep 14, 2022 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

There are not any good notifications for incoming SMS messages in the Sell system. These are time sensitive and there should be on screen notifications and perhaps even email notifications. Currently they are very easy to miss and that should not be the case. 

https://app.futuresimple.com/settings/notifications/presets

Posted Jul 27, 2021 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

Due dates should have better, more, or custom options for sales. I've included an image of a similar solution from another program that we use regularly and it works very, very well. 

I would suggest:

  • 7 days
  • 2 weeks
  • 1 month 

Posted Jul 27, 2021 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

This is critical in today's sales environment. Screen shots, images, etc. We should be able to simply paste these into the body of the email. 

Posted Jun 25, 2021 · Eric Thompson

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Eric Thompson created a post,

Post Feedback - Sales CRM (Sell)

When trying to send a text message, the work phone is always the first option. The mobile phone should be pre-selected for a text message and if not available, then the work phone.

Posted Jun 25, 2021 · Eric Thompson

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