Marie Laurenza

The capability currently exists to duplicate a Deal with all the custom fields in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Jason -- this capability currently exists in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Roland,

If you want to preserve past activity history for any user you should deactivate that user instead of deleting them. A help article that describes this in much more detail is here. 

-Marie

Hi Gerry,

I see that you have the Sell app installed in your Support account. For information on how to view or change the layout/order/visibility of apps in Support please see this article.

Best,

-Marie

Question

Comment connecter mon ancien compte Sell à un compte Zendesk existant si je ne suis pas le propriétaire du compte ?

Réponse

Le propriétaire du compte d'un sous-domaine Zendesk est la seule personne à pouvoir accepter l'association d'un ancien compte Sell à Support. Être propriétaire du compte est essentiel, comme mentionné comme étant une condition préalable dans cet article : Connexion de votre ancien compte Sell à la plateforme Zendesk Si le propriétaire du compte n'a pas de licence Zendesk Sell, suivez les instructions ci-dessous.

Pour configurer une licence Sell et demander au propriétaire du compte de connecter les comptes

1. Identifiez le propriétaire du compte Support en suivant les instructions de cet article : Qui est le propriétaire de mon compte ? 
2. Fournissez au propriétaire du compte Support une licence d'administrateur pour Sell. S'il n'en a pas déjà, consultez l'article : Ajout et suppression de licences Sell. Si vous n'avez pas de licence disponible, désactivez un utilisateur Sell actif pendant la courte période nécessaire à l'intégration.
3. Demandez au propriétaire du compte de se connecter à Sell et de connecter les comptes en suivant les instructions de l'article : Connexion de votre ancien compte Sell à la plateforme Zendesk
4. Supprimer la licence Sell du propriétaire du compte et réactiver l'utilisateur Sell.

Additional Email fields can be created on Leads and Contacts and then emails to/from those email addresses will sync to Sell. Information on how to add a custom field is here.

Hello,

We appreciate your feedback. We just released a fix to the issue you reported regarding having to re-input information if the box is unselected. Hopefully this is a welcome update.

Best,
-Marie

Hello all,

Appreciate the feedback! I wanted to announce that we have recently added the functionality to allow Support Agents to choose the Sell Owner for the new Lead in Sell.

Help Center article on how to enable this for your account here.

-Marie

Got it -- the main request is for the ability to backdate/edit a call's date in Sell. We'll track this request and see if it's an important enhancement for others as well. There's always a balance between letting people backdate and activity reporting/validity.

-Marie

Hi Taylor,

Can you tell me more about why your team uses Notes to Log Calls in Sell instead of manually logging them as a Call? Is it because you want to use the Note Tagging feature that is currently only available on Notes and not on Calls/Texts/Emails?

We are currently working hard to get Sell data into Zendesk's Explore reporting tool, so I expect your custom reporting requests to be solved with the work we're doing in that project, but would love to understand your request more. I don't expect us to include Notes in the Communication field since most Notes don't represent a client communication, so it'd be great to understand more deeply what outcome you need to achieve.

-Marie