Paul Garcia
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Total activity31
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Last activity
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Activity overview
Latest activity by Paul Garcia-
Paul Garcia created a post,
social links for contacts/leads (standard fields)
Right now the standard fields for social media links of a contact/lead include Skype (not social media), LinkedIn, Twitter, and Facebook. Where's Instagram? I appreciate that FB/IG are now the same...
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Paul Garcia commented,
@Mike, we map those conditional automations into our email marketing tool instead of CRM, since most CRMs don't like to be in the emailing business, especially when it is triggered by metrics that ...
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Paul Garcia commented,
A use case for sequences with contacts could be a new customer orientation or onboarding series. Yes, triggers would be helpful, but would likely all need to be based on custom data since there's v...
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Paul Garcia commented,
If this is implemented, the same kind of inclusion plus exclusion should be added to tags in Notes.
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Paul Garcia created a post,
Mechanism for recording/reporting on automated lead behavior
I'm looking for the best way to record automated lead activity in Sell. By automated I mean web site actions including things such as downloading a brochure or white paper, requesting more informat...
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Paul Garcia commented,
I agree that backdating calls is important too. Few reps use ZDS on mobile and may not catch up with their data recording until days after occurrence to mark visits, calls, and other activities. Th...
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Paul Garcia commented,
I think this points at a broader issue that the activity record isn't really a database log, it's a place to demonstrate that a rep is working a lead or account. I prefer a change log to be in the ...
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Paul Garcia commented,
Since there are so few ways to build custom reports inside Sell, my options are either to export and go through machinations to find data (not something I want sales reps to attempt), or rely on sm...
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Paul Garcia commented,
Dropping out of a nurture sequence shouldn't be automatic. While I may still be communicating with a lead or contact directly, I wouldn't want the standard nurture messages to stop just because the...