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dianakurth

Incorporación 16 oct 2021

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Última actividad 11 may 2022

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RESUMEN DE LA ACTIVIDAD

Última actividad de dianakurth

dianakurth hizo un comentario,

ComentarioSell basics

Hi there,

is it possible to land directly in sell when having a support+sell instance?

or do the Sales People need to pass via Support all the time?

thank you

Ver comentario · Publicado 11 may 2022 · dianakurth

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dianakurth creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Hi, subscriptions are nice to track but for daily use it might be better to:

* setup a way to add them as starting within a deal + be added to the contact card automatically after winning the deal?

* make them visible as custom field in Sell App in Support (along with deals) as info to Support Agents?

Publicado 05 abr 2022 · dianakurth

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dianakurth hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

absolutely necessary: conditional fields in sell

for a more complex business to avoid having an illegible long custom field list 😅 

on leads/contacts/deals & product catalog

Ver comentario · Publicado 17 mar 2022 · dianakurth

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dianakurth hizo un comentario,

ComentarioSell basics

Hi there,

it could be helpful to have subscriptions showing in the sell app in support. right now it's not a choice in the layout. 

together with the deals this may complete the picture of ongoing business for support agents.

is this foreseen? when?

thanks

Ver comentario · Publicado 10 mar 2022 · dianakurth

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dianakurth hizo un comentario,

ComentarioSell basics

Hi 

what about conditional fields as in Support?

meaning for example on deals:

if CF=1 show field x

if CF=2 show field y 

?? for bigger companies with complexe structure this would be great instead of having an endless list of custom fields on the cards...

thanks! :) 

Ver comentario · Publicado 04 mar 2022 · dianakurth

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dianakurth hizo un comentario,

ComentarioSell basics

Hi there, 

as per today still no subscriptions available in our diverse Sell Accounts... is there a bug in ours or a general prob? :)

thank you, br, D

Ver comentario · Publicado 18 feb 2022 · dianakurth

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dianakurth hizo un comentario,

ComentarioSecurity and user access in Zendesk Support

Hi Dwight, thank you. This means indeed if changes <30 days you may see it. 

But within an instance, even an admin cannot, right?

Ver comentario · Publicado 07 dic 2021 · dianakurth

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dianakurth hizo un comentario,

ComentarioSecurity and user access in Zendesk Support

Hi Caroline, 

thank you for this answer. Could you tell us whether there is another way to see the modifications done in ticket fields? (namely by whom?)

Thanks

Ver comentario · Publicado 07 dic 2021 · dianakurth

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dianakurth creó una publicación,

Publicación Feedback - Sales CRM (Sell)

why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

it's lost info & analytics.

-> would be great to have it as default field AND taken over from lead to contact upon conversion.

Publicado 26 nov 2021 · dianakurth

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dianakurth hizo un comentario,

ComentarioSell basics

Hi, why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

thank you for your opinion, best regards, Diana

Ver comentario · Publicado 25 nov 2021 · dianakurth

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