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Christian Meinhart's Avatar

Christian Meinhart

Joined Jan 16, 2024

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Last activity Jun 17, 2024

New with Zendesk Sell - search for support!

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ACTIVITY OVERVIEW

Latest activity by Christian Meinhart

Christian Meinhart commented,

Community comment Q&A - Sales CRM (Sell)

Thanks. I tried to have stages/phases on contacts but I should stick to the out of the box solution on deals. thanks

View comment · Posted Jun 17, 2024 · Christian Meinhart

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Christian Meinhart created a post,

Post Q&A - Sales CRM (Sell)

I was not able to find a way to edit & or add new value to client status and status of potential client? 

 

Would be happy about a feedback.

 

Chris

Posted Jun 15, 2024 · Christian Meinhart

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Christian Meinhart commented,

Community comment Q&A - Sales CRM (Sell)

Ok Thanks

View comment · Posted Jan 18, 2024 · Christian Meinhart

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Christian Meinhart commented,

Community comment Q&A - Sales CRM (Sell)

I dont refer to a custom field, there is an out of the box field with Lead Source! but after converting lead to contact this source get lost. 

View comment · Posted Jan 18, 2024 · Christian Meinhart

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Christian Meinhart commented,

Community comment Q&A - Sales CRM (Sell)

if you add a new lead in this mask there are standard fields and custom fields. But custom fields are only below standard fields.

View comment · Posted Jan 18, 2024 · Christian Meinhart

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Christian Meinhart created a post,

Post Q&A - Sales CRM (Sell)

I found now way to mix ranking standard with custom fields? Yes I can group fields but does not reflect on data input mask for users.

Posted Jan 16, 2024 · Christian Meinhart

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Christian Meinhart created a post,

Post Q&A - Sales CRM (Sell)

For Marketing stuff it is important to have salutation on leads (Mr, Mrs,...) but also with the feature to convert to contact. Is there a standard field or we need to create a custom field?

Posted Jan 16, 2024 · Christian Meinhart

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Christian Meinhart created a post,

Post Q&A - Sales CRM (Sell)

With converting a Lead with the out of the box field "LeadSource" this information gets lost. But for reporting this information is important. 

Is there an idea to convert this information also for next steps?

Posted Jan 16, 2024 · Christian Meinhart

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