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Caitlin Amoros

Joined Dec 12, 2022

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Last activity Jan 19, 2024

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Latest activity by Caitlin Amoros

Caitlin Amoros commented,

CommentUsers, groups, and organizations

Ivan Miquiabas - Please see my comment above. I have tried to open a ticket but am being told that I am not an admin, even though I am. (See screenshot below confirming my role).

View comment · Posted Jan 19, 2024 · Caitlin Amoros

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Caitlin Amoros commented,

CommentUsers, groups, and organizations

I am having this same issue. I have 8 seats and only 6 assigned as either an agent or an admin, but it says 0/8 available. I've also tried using the chat bot to open a ticket but am being told by the bot that I am not an admin, which I am.

View comment · Posted Jan 18, 2024 · Caitlin Amoros

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Caitlin Amoros created a post,

Post Feedback - Sales CRM (Sell)

Feature Request Summary: 

Zendesk Sell should have the ability to open multiple contacts/deals/leads in the same way that you can open multiple tabs in Zendesk Support.

Description/Use Cases: 

This would allow for quick navigation through Sell and save a ton of clicks.

Business impact of limitation or missing feature:

This is essential for our organization to be able to scale efficiently.

Posted Jan 26, 2023 · Caitlin Amoros

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Caitlin Amoros commented,

Community comment Feedback - Sales CRM (Sell)

This is incredibly important to have in my organization. Is this feature on the roadmap?

View comment · Posted Dec 19, 2022 · Caitlin Amoros

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Caitlin Amoros created a post,

Post Q&A - Sales CRM (Sell)

Hello,

While the Google Drive card is visible within a Deal card, it is not available within a Company or Contact card. Having this ability would be extremely beneficial for our Customer Success teams to have quick access to all relevant files pertaining to all of our customers, not just customers with active deals. 

Is this functionality in the roadmap? 

 

Thank you.

Posted Dec 12, 2022 · Caitlin Amoros

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