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Lloyd Grosse

Joined Oct 16, 2021

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Last activity Oct 21, 2021

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ACTIVITY OVERVIEW

Latest activity by Lloyd Grosse

Lloyd Grosse commented,

CommentApps and the Zendesk Marketplace

Thanks Cheeny, I worked it out and deleted the comment already. However, when I first tried to install Eligeo App (Monday) in Sell (I am the admin) it told me I needed to get the Support Admin to do it.

View comment · Posted Oct 19, 2021 · Lloyd Grosse

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Lloyd Grosse commented,

CommentUsing Zapier integrations with Sell

I am trying to trigger a Zap in Zapier to update (or add) existing (or new) contacts in Mailchimp. 

It all looks pretty easy and I've been able to get the wiring partially correct - however, when I tell Zapier that the contacts {Is Company=false} - I am unable to Map the "company name" field as it is not available in the field mapping wizard.  I presume I have to set the Trigger to {Is Company=false} because I want the people within a company in my marketing list and am not so interested in the generic company email.

I can map the {organisation ID} which is a number.  I can probably work out how to do a dynamic look up table in Google Sheets but that's not going to help with any new contacts. Plus, that's a hell of a workaround for this workaround.

I get the same result triggering the "integrations" tool in the Sell Smart List.  It adds the contacts to Mailchimp but does not map {company name} (Sell) into {ORGNAME} (Mailchimp).

Please help me map an individual's organisation name to their record in Mailchimp.

View comment · Posted Oct 08, 2021 · Lloyd Grosse

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Lloyd Grosse commented,

CommentAccounts and billing

We want to buy "Reach" on Sell however the billing and account owner doesn't have a Sell licence (only a Support).  How do we do it?

View comment · Posted Oct 01, 2021 · Lloyd Grosse

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Lloyd Grosse commented,

CommentWorking with deals

A suggestion more that a question.  It would be great if products could correspond to different pipelines.

For instance a single sale might have a number of items:

  • platform sale which needs to be captured in the platform pipeline
  • course sales - in the course pipe
  • support sale - in the support pipe

At present it would need 3 sales to represent the entire deal even though contractually it is one document and one invoice.

My thinking to overcome this would be that Products drive the pipeline and that one Sale with products from multiple pipelines allows the sale to appear in several pipes (with the corresponding amount) consistent with the product that matches the pipe.

Might be just lockdown madness but...

View comment · Posted Aug 13, 2021 · Lloyd Grosse

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