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Michelle Vong's Avatar

Michelle Vong

Joined Sep 22, 2023

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Last activity Jan 04, 2024

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ACTIVITY OVERVIEW

Latest activity by Michelle Vong

Michelle Vong commented,

CommentWorking with leads and contacts

Kai Hi, I was trying to follow your instructions but was unable to find "Lead Assignment" or "Routing Rules" in my ZD Sell settings

View comment · Posted Jan 04, 2024 · Michelle Vong

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Michelle Vong commented,

Community comment Feedback - Sales CRM (Sell)

Hihi, would like to request for the following Sales trigger actions: Adding of collaborator and sending out emails with information pulled from Deals.

This is because there are certain deals that require follow up action from other teams and having an automated email sent with relevant information from the deals would increase efficiency and reduce human error from copy and pasting.

View comment · Posted Sep 25, 2023 · Michelle Vong

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