Kate Woollard

1. Communauté
2. Zendesk Sell Q&A

I'm trying to report the number of contacts that have multiple deals over a given period. For example, how many deals created last month were from customers who we have won a deal previously.  I ca...

• Kate Woollard
• Création 3 avril 2023 05:43
• 1 abonné
• 0 commentaire
• 0 vote

1. Communauté
2. Feedback - Sales CRM (Sell)

Feature Request Summary: Can light agents be provided access to view deals and contacts in Sell Description/Use Cases: We have light agents that need to view a deals status, collaborate with sales ...

• Kate Woollard
• Création 7 novembre 2022 04:22
• 3 abonnés
• 2 commentaires
• 2 votes

1. Communauté
2. Feedback - Sales CRM (Sell)

I'm disappointed with the triggers in Sell. I was expecting the triggers in sell to be as good as they are in support.  Our request list for triggers in Sell: We need to allow sequences to be trig...

• Kate Woollard
• Création 25 octobre 2022 02:34
• 4 abonnés
• 2 commentaires
• 2 votes

1. Communauté
2. Feedback - Sales CRM (Sell)

It would be useful to have the ability to share email templates by group or sales team. We have many templates and even using the tag filter adds another step for the sales rep.  It would help to s...

• Kate Woollard
• Création 7 septembre 2022 08:29
• 1 abonné
• 0 commentaire
• 0 vote