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Adam Witek

Adhésion le 15 avr. 2021

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Dernière activité le 30 août 2023

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Dernière activité effectuée par Adam Witek

Adam Witek a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Welcome to the party… you can only associate contacts to specific companies using the Company Name on initial import. You cannot bulk update People contacts to associate them to Company contacts and you cannot add add People Contacts and associate them to a business using the ID, you have to use the exact company name.

Afficher le commentaire · Publication le 23 mai 2023 · Adam Witek

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Adam Witek a ajouté un commentaire,

CommentaireUsing email in Sell

I have no solution, just here to upvote your suggestion and echo your message.

Afficher le commentaire · Publication le 11 mai 2023 · Adam Witek

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Adam Witek a ajouté un commentaire,

CommentaireImporting and exporting in Sell

What about Business Names? I don't see that addressed in this article and I don't see it as a selection in the drop down menu(s) when mapping. I have a new list of employees and I need to assign them to their respective companies. How would I do that in bulk?

Afficher le commentaire · Publication le 30 mars 2023 · Adam Witek

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Adam Witek a créé une publication,

Publication Feedback - Sales CRM (Sell)

Feature Request Summary: 

When importing people contacts, Zendesk should allow you to associate the newly imported contacts to a company by using the Company's ContactID.

Description/Use Cases: 

As stated above, we should be able to associated Person Contacts to Company Contacts during import using the Company ID. Right now you can use Company Name, however, in situations where the company name is the same, this breaks. We deal a lot of franchises and it's common for them to have the same company name in ZD Sell. 

Business impact of limitation or missing feature:

We cannot import People Contacts and associate them to businesses.

Other necessary information or resources:

N/A

Modification le 13 mars 2023 · Adam Witek

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Adam Witek a ajouté un commentaire,

CommentaireHow to get help with the sales CRM

Just wanted to say, this feels insane that you can't import contacts and associate them with an existing company except by using the Company Name. We deal with Franchise locations where some Company Names are the same and the import doesn't know how to handle this.

Afficher le commentaire · Publication le 09 mars 2023 · Adam Witek

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