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Adam Witek

Incorporación 15 abr 2021

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Última actividad 30 ago 2023

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Última actividad de Adam Witek

Adam Witek hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

Welcome to the party… you can only associate contacts to specific companies using the Company Name on initial import. You cannot bulk update People contacts to associate them to Company contacts and you cannot add add People Contacts and associate them to a business using the ID, you have to use the exact company name.

Ver comentario · Publicado 23 may 2023 · Adam Witek

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Adam Witek hizo un comentario,

ComentarioUsing email in Sell

I have no solution, just here to upvote your suggestion and echo your message.

Ver comentario · Publicado 11 may 2023 · Adam Witek

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Adam Witek hizo un comentario,

ComentarioImporting and exporting in Sell

What about Business Names? I don't see that addressed in this article and I don't see it as a selection in the drop down menu(s) when mapping. I have a new list of employees and I need to assign them to their respective companies. How would I do that in bulk?

Ver comentario · Publicado 30 mar 2023 · Adam Witek

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Adam Witek creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Feature Request Summary: 

When importing people contacts, Zendesk should allow you to associate the newly imported contacts to a company by using the Company's ContactID.

Description/Use Cases: 

As stated above, we should be able to associated Person Contacts to Company Contacts during import using the Company ID. Right now you can use Company Name, however, in situations where the company name is the same, this breaks. We deal a lot of franchises and it's common for them to have the same company name in ZD Sell. 

Business impact of limitation or missing feature:

We cannot import People Contacts and associate them to businesses.

Other necessary information or resources:

N/A

Editado 13 mar 2023 · Adam Witek

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Adam Witek hizo un comentario,

ComentarioHow to get help with the sales CRM

Just wanted to say, this feels insane that you can't import contacts and associate them with an existing company except by using the Company Name. We deal with Franchise locations where some Company Names are the same and the import doesn't know how to handle this.

Ver comentario · Publicado 09 mar 2023 · Adam Witek

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