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Michelle Vong's Avatar

Michelle Vong

Incorporación 22 sept 2023

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Última actividad 04 ene 2024

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12

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8

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2

RESUMEN DE LA ACTIVIDAD

Última actividad de Michelle Vong

Michelle Vong hizo un comentario,

ComentarioWorking with leads and contacts

Kai Hi, I was trying to follow your instructions but was unable to find "Lead Assignment" or "Routing Rules" in my ZD Sell settings

Ver comentario · Publicado 04 ene 2024 · Michelle Vong

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Michelle Vong hizo un comentario,

Comentario de la comunidad Feedback - Sales CRM (Sell)

Hihi, would like to request for the following Sales trigger actions: Adding of collaborator and sending out emails with information pulled from Deals.

This is because there are certain deals that require follow up action from other teams and having an automated email sent with relevant information from the deals would increase efficiency and reduce human error from copy and pasting.

Ver comentario · Publicado 25 sept 2023 · Michelle Vong

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