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Tess Weightman

Incorporación 05 ene 2024

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Última actividad 06 dic 2024

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86

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RESUMEN DE LA ACTIVIDAD

Última actividad de Tess Weightman

Tess Weightman creó una publicación,

Publicación Feedback - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Publicado 09 oct 2024 · Tess Weightman

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Tess Weightman creó una publicación,

Publicación Q&A - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Editado 09 oct 2024 · Tess Weightman

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Tess Weightman hizo un comentario,

ComentarioWorking with leads and contacts

I agree with the comment above. 

Can the sell contact record be updated to "no longer active"

This would be helpful when someone no longer works for the company, but we need to keep their communication history.

 

Could the system be set up to stop any further email communication with the specific person?

This will help ensure that no accidental or unnecessary messages are sent to that individual.

 

Ver comentario · Publicado 22 ago 2024 · Tess Weightman

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Tess Weightman hizo un comentario,

ComentarioImporting and exporting in Sell

Hi, I am bulk-uploading contacts and deals to sell and wondering if it is possible to include the product in the data file. I am currently having to go add the product to each deal once uploaded in sell.

Ver comentario · Publicado 18 ene 2024 · Tess Weightman

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