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Richard Scherek's Avatar

Richard Scherek

Joined Jul 09, 2024

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Last activity Jul 09, 2024

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Latest activity by Richard Scherek

Richard Scherek created a post,

Post Feedback - Sales CRM (Sell)

Please add the ability to create smart lists that combine filtering on both company and person fields. For example, the ability to create a list of all the CEOs I have an email for from Pharmaceutical companies that have an office in California. This example requires restricting companies by their city and industry fields and restricting associated people within those companies by their title and email fields.

 

The inability to filter a list by both company and person fields is very limiting. Adding this capability would be a BIG improvement in Zendesk Sell.

Posted Jul 09, 2024 · Richard Scherek

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