Marie Laurenza

The capability currently exists to duplicate a Deal with all the custom fields in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Jason -- this capability currently exists in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Roland,

If you want to preserve past activity history for any user you should deactivate that user instead of deleting them. A help article that describes this in much more detail is here. 

-Marie

Hi Gerry,

I see that you have the Sell app installed in your Support account. For information on how to view or change the layout/order/visibility of apps in Support please see this article.

Best,

-Marie

Pregunta

¿Cómo conecto mi cuenta de Sell heredada con una cuenta de Zendesk existente si yo no soy el dueño de la cuenta?

Respuesta

El dueño de la cuenta de un subdominio de Zendesk es la única persona que puede aceptar conectar una cuenta de Sell heredada con Support. Ser el dueño de la cuenta es esencial y se menciona como un requisito en este artículo: Conectar una cuenta de Sell heredada con la plataforma de Zendesk. Si el dueño de la cuenta no tiene una licencia de Zendesk Sell, siga las instrucciones a continuación.

Para aprovisionar una licencia de Sell y hacer que el dueño de la cuenta conecte las cuentas

1. Identifique al dueño de la cuenta de Support usando las instrucciones de este artículo: ¿Quién es el dueño de mi cuenta? 
2. Proporcionar al dueño de la cuenta de Support una licencia de administrador para Sell; si aún no la tiene, consulte el artículo: Agregar y eliminar licencias de Sell. Si no tiene una licencia disponible, desactive un usuario activo de Sell por el corto tiempo necesario para la integración.
3. Haga que el dueño de la cuenta inicie sesión en Sell y conecte las cuentas usando las instrucciones del artículo: Conectar una cuenta de Sell heredada con la plataforma de Zendesk.
4. Elimine la licencia de Sell del dueño de la cuenta y vuelva a activar al usuario de Sell.

Additional Email fields can be created on Leads and Contacts and then emails to/from those email addresses will sync to Sell. Information on how to add a custom field is here.

Hello,

We appreciate your feedback. We just released a fix to the issue you reported regarding having to re-input information if the box is unselected. Hopefully this is a welcome update.

Best,
-Marie

Hello all,

Appreciate the feedback! I wanted to announce that we have recently added the functionality to allow Support Agents to choose the Sell Owner for the new Lead in Sell.

Help Center article on how to enable this for your account here.

-Marie

Got it -- the main request is for the ability to backdate/edit a call's date in Sell. We'll track this request and see if it's an important enhancement for others as well. There's always a balance between letting people backdate and activity reporting/validity.

-Marie

Hi Taylor,

Can you tell me more about why your team uses Notes to Log Calls in Sell instead of manually logging them as a Call? Is it because you want to use the Note Tagging feature that is currently only available on Notes and not on Calls/Texts/Emails?

We are currently working hard to get Sell data into Zendesk's Explore reporting tool, so I expect your custom reporting requests to be solved with the work we're doing in that project, but would love to understand your request more. I don't expect us to include Notes in the Communication field since most Notes don't represent a client communication, so it'd be great to understand more deeply what outcome you need to achieve.

-Marie