Kate Woollard

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Sales Triggers - we want your feedback!

A trigger to enable the contact owner to be updated to the deal owner. Part way through our sales process we need to change the deal owner to a role with limited permissions. It would be useful if ...

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• Kate Woollard
• Création 5 septembre 2023 01:45
• 1 vote

1. Sell
2. ...
3. Using email in Sell
4. Creating and editing email templates

It looks like custom deal fields cannot be used as a merge field in an email template. This is a requested feature. If anyone would also find this useful, you can upvote here

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• Kate Woollard
• Modifié 29 août 2023 04:56
• 0 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Handle lead deduplication in Zendesk Sell

Thanks Julia,  I've installed to give it a go. I notice that Zendesk have a built in duplicate manager but it's never worked for me. Hopefully this plug in does. Also, it may have changed since you...

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• Kate Woollard
• Création 5 juillet 2023 00:48
• 0 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Handle lead deduplication in Zendesk Sell

We have new leads come in all the time that are already customers and it creates a new lead rather than add to the existing customer. The email addresses are the same but they never merge. It's ann...

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• Kate Woollard
• Création 29 juin 2023 23:48
• 1 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Sequences & Templates

Also an issue for us. A duplicate options would be useful and I was surprised it doesn't exist

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• Kate Woollard
• Création 9 mai 2023 23:19
• 0 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. New Product Catalog - we want your feedback!

Easy to use and setup. I doubt we will use this feature in its current form. We would require the ability to add products to an email, ie so we can send customers an estimation. We are currently do...

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• Kate Woollard
• Création 19 avril 2023 00:31
• 0 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Paragraph Text fields formatting is now broken. Newlines are being stripped

I like your original setup, we would use this too. Similar situation, customers' that have 1,000's house lots assigned to them. 

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• Kate Woollard
• Création 29 novembre 2022 23:08
• 1 vote

1. Communauté
2. Feedback - Sales CRM (Sell)
3. Custom admin rights

Ability to create their own email templates too 

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• Kate Woollard
• Création 7 novembre 2022 23:47
• 0 vote