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Zak Wilkowski's Avatar

Zak Wilkowski

Incorporación 15 abr 2021

·

Última actividad 22 oct 2021

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18

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7

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3

RESUMEN DE LA ACTIVIDAD

Última actividad de Zak Wilkowski

Zak Wilkowski creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Please add additional fields in Zendesk Sell reporting. For example, it would be great to be able to breakdown Activities and Call Logs by Zip Codes so we can see which areas our sales teams are focusing on. 

Publicado 21 abr 2021 · Zak Wilkowski

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1

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Zak Wilkowski hizo un comentario,

ComentarioWorking with leads and contacts

When merging leads/contacts, are both Lead Properties and Communication (recorded calls, emails etc.) copied over to the new lead/contact? 

Ver comentario · Publicado 21 abr 2021 · Zak Wilkowski

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Zak Wilkowski creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Each time a Lead is converted to a Contact, it would be great if you could trigger an automated email to be sent to that customer. This would save the team manually having to send these out within Sell. 

Publicado 19 abr 2021 · Zak Wilkowski

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Zak Wilkowski creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Please can you add additional countries in Zendesk Sell. We split our UK/IE Market into Great Britain, Northern Ireland and Ireland. Currently we cannot differentiate between GB and NI as the only option is United Kingdom. 

Thanks, 

Zak 

 

Publicado 09 abr 2021 · Zak Wilkowski

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Zak Wilkowski creó una publicación,

Publicación Feedback - Sales CRM (Sell)

It would be great to be able to have reports on visits, calls and other activities that could then be filtered against Lead and Contact Properties e.g. Zip Code. 

This would allow managers to be able to see where their sales teams are focusing on and provide more insights into lost or potential sales activities. 

Publicado 30 mar 2021 · Zak Wilkowski

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Zak Wilkowski creó una publicación,

Publicación Feedback - Sales CRM (Sell)

We have an internal sales team that books appointments for our field sales team. In Sell, you cannot create an appointment for another user. 

The workaround to use Outlook or Gmail requires an email address which we do not have for many of our Leads. 

Publicado 16 mar 2021 · Zak Wilkowski

7

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4

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5

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Zak Wilkowski hizo un comentario,

ComentarioEnriching your leads, contacts, and prospecting, with Sell Sales Engagement Tools (Reach)

How do we remove Reach from our Sell platform now we have decided it is not useful for us? 

Ver comentario · Publicado 25 feb 2021 · Zak Wilkowski

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Zak Wilkowski hizo un comentario,

ComentarioUsing email in Sell

Hi, is it possible to send an automated email when a Lead is converted to a Contact? 

Ver comentario · Publicado 06 ene 2021 · Zak Wilkowski

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