Sharie Salilaguia
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Total activity39
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Last activity
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Member since
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Followed by2 users
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Activity overview
Latest activity by Sharie Salilaguia-
Sharie Salilaguia commented,
Hi Stephanie, I understand why this would be a helpful feature. That being said, we encourage you to submit this as product feedback on our Community where other users can upvote ideas: https://su...
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Sharie Salilaguia commented,
Hi Rodger, These Call Topics reflect the Deals associated with the Contact you are calling. You can select other Deal options if they are associated with the Contact, but otherwise, I'm afraid they...
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Sharie Salilaguia commented,
Official comment Hi Stephanie, I'm afraid that you can't add the 'Call Topic' as an outcome when logging a visit. However, a workaround is to manually enter the call topic under Visit Notes. I hope this helps!
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Sharie Salilaguia commented,
Hi Ie, If you're looking to update custom fields within Sell automatically this can be done via Sell's API, you may refer to this documentation for Sell's API Custom Fields: https://developers.getb...
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Sharie Salilaguia commented,
Hi Jake, When you go to 'Automated Actions' in Sell, select 'When new deal is created in (name of pipeline)' and then click 'Create task' up to 10 times and this would create 10 tasks. I hope this...
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Sharie Salilaguia commented,
Hi Ranya, I'm afraid there is no trigger in Zapier that will allow creating a ticket in Zendesk Support once there is a missed call in Sell and in any other way. Please refer to this link to learn ...
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Sharie Salilaguia commented,
Hi Kim, Unfortunately, we don't have an option to use anchor text for URLs in merge tags. In this instance, if you are looking to do this with an anchor text you would need to send each email manua...
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Sharie Salilaguia commented,
Hi Ciera, As long as you did not use the API and authenticate with username/password you shouldn't run into some issues. I hope that helps!
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Sharie Salilaguia commented,
Hi Martin, Hyperlinks won't break the email and password via API. Basically, the only flow that is not going to work is when a customer uses email and password via API to get an authentication toke...
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Sharie Salilaguia commented,
Hi Sara, Sell programmatically merges stuff when importing and converting Leads to Contacts using the Deduplication Rules - by default, it is name/company name + email or phone. The checking and m...