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Devin Snelling's Avatar

Devin Snelling

Incorporación 30 sept 2022

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Última actividad 26 oct 2022

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Última actividad de Devin Snelling

Devin Snelling hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

@Katarzyna Kurzyńska - Madej

Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up. 

 

Ver comentario · Publicado 26 oct 2022 · Devin Snelling

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Devin Snelling hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

Agreed! We would really benefit from having conditional fields - our list of custom fields is always growing. Especially around required fields using the "field rules" feature - If we could have some fields required only if another field is filled out, that would be huge!

 

Ver comentario · Publicado 13 oct 2022 · Devin Snelling

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Devin Snelling hizo un comentario,

ComentarioHow to manage phone numbers in Talk

Is there a way I can mute or re-route incoming calls within Zendesk Sell?

I want to be able to make outgoing calls, but I do not want to receive calls during certain hours.

Ver comentario · Publicado 30 sept 2022 · Devin Snelling

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