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Jay Clementson
Incorporación 15 abr 2021
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Última actividad 01 jun 2022
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Última actividad de Jay Clementson
Jay Clementson hizo un comentario,
Does the opposite situation also take place (that within one email thread, the customers cover topics from various deals)?
Yes. They take it as an opportunity to ask all questions instead of jumping to a new thread.
It's to the point where I don't waste my time anymore trying to keep everything separated and communicate more with the customer so they know how I operate.
Ver comentario · Publicado 25 mar 2022 · Jay Clementson
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Hello Katarzyna,
Thank you for your question. To keep it simple, I know you can link an email thread to a certain deal, but the majority of customers are not as tech savy as we are so they start multiple threads for the same deal. This means we need to constantly monitor the deals to make sure the conversation is included in the correct area.
I get that this is tough since the email is mirroring your email account (in my case, Gmail).
Are the same people participating in all conversations across all deals?
We have a mix of people.
One quick thought, if you open an email, it should take you to the deal where that email was sent from instead of first opening the contact card.
Let me know if you have any additional questions.
Ver comentario · Publicado 25 mar 2022 · Jay Clementson
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Jay Clementson hizo un comentario,
Hey,
Can someone reach out so I can upload new voicemails to our account?
Thank you,
---
This comment has been edited by the Zendesk Community Team to removed an unsupported email address.
Ver comentario · Publicado 01 mar 2022 · Jay Clementson
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Jay Clementson hizo un comentario,
+1
I have been thinking about that for a long time, and I believe I reached out before and mentioned this. Really annoying when the customer has multiple numbers and they only answer a specific one.
Mobile, Work, Home, Spouse...etc.
Ver comentario · Publicado 01 feb 2022 · Jay Clementson
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Jay Clementson hizo un comentario,
Hello,
Please address this issue, "You can only delete documents from the repository that you’ve added yourself."
Why cant an admin manage this? Do I have to go back to the original rep who added the files for them to delete them? This is messy if there are large updates or if that rep is no longer employed.
Let me know if I am missing something but, I feel like I am not and this should be way easier to manage than what I am seeing.
Thank you,
Ver comentario · Publicado 06 dic 2021 · Jay Clementson
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Jay Clementson hizo un comentario,
Hello,
I needed to do a full restart and clear all cache and cookings and then I was able to add a document to an email.
Thank you though,
Ver comentario · Publicado 26 oct 2021 · Jay Clementson
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Jay Clementson creó una publicación,
Hello,
No one is available at Zendesk to speak with so writing here. After enabling the 14-day reach trial I am unable to add a document from my computer to an email in Sell. I can choose from the Repository but, not from my own documents.
Would like an update or cancel my trial (you have my permission)
Publicado 25 oct 2021 · Jay Clementson
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Jay Clementson creó una publicación,
Hello,
ZD Support already mentioned this wasn't on the road map, but I wanted to reach out still.
Right now, if you are working in a smartlist and you leave this page when you click on the icon (leads, contacts, deals), it will always bring you back to the smartlist you were viewing last.
My workflow changes throughout the day, and this is causing extra clicks. I need to go to the last viewed smartlist (by default) and then have to back out to view the working center, and then I can select which smartlist I want to view.
Would you mind adding the feature to view the working center first instead of defaulting to the last viewed smartlist?
Zendesks Response to this already, "The current feature is designed to remain on whatever Smart List you were viewing last. There are no plans to change this behavior to default to the working list every time. If you would like to provide more info about your workflow to the product team, feel free to leave your comments on our Product Feedback...etc."
Publicado 20 jul 2021 · Jay Clementson
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Jay Clementson creó una publicación,
Hello,
I am writing this to bring awareness because I am unsure what the process is for Zendesk to take action or if the employees are limited with their involment for improvements.
I am a heavy user with Zendesk Sell and I am always finding areas for improvement and if I find one and bring it up to Zendesk the response is always the same, "... I'd highly recommend posting this on our community page for Sell (Feedback on Sell) so that other users can vote on this as well as comment.
https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell
If you have any other questions, please let me know!"
Is there a way that when someone like myself brings up a shortcoming that Zendesk will take action and create the post for feedback? I would assume this would fall in line with Zendesk wanting to make improvements but they leave it up to their customers to take all action.
Thank you,
Publicado 21 jun 2021 · Jay Clementson
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Jay Clementson creó una publicación,
Hello,
Please add the option to create a new contact through the support app if there is a contact that is similar.
To explain, if I have a company contact that shares any similarities with the new contact I am unable to create a new contact in Sell through the app. I will need to open Sell and then create the new contact.
Here is what Zendesk Support mentioned, "You are correct that this is not currently an available feature of the Support <> Sell integration. I'd highly recommend posting this on our community page for Sell (Feedback on Sell) so that other users can vote on this as well as comment.
https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell
If you have any other questions, please let me know!"
Publicado 21 jun 2021 · Jay Clementson
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