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Jared Maltz

Adhésion le 06 mai 2021

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Dernière activité le 21 févr. 2025

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Dernière activité effectuée par Jared Maltz

Jared Maltz a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Angela Falbo unfortunately, Zendesk (looping in some team members - Brett Bowser @... @...) has been radio silent on this. I wouldn't expect something anytime soon.

Afficher le commentaire · Publication le 15 juin 2022 · Jared Maltz

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Jared Maltz a créé une publication,

Publication Feedback - Sales CRM (Sell)

Our team is looking to be able to add the "Associated Contacts" field from a deal into the list view for deals. This way we can view, filter, sort and export based on this field. The only related field that is available is the "Contact" or primary contact field, which doesn't really help here.

The other way we would like to utilize this field is regarding integrations like Zapier for example. We are trying to build a "Zap" or workflow where we take a Zendesk Sell contact ID and add it into the associated contact field on a deal. Unfortunately, like the list view, the only the related field available is the "Primary Contact" field which doesn't help here.

Publication le 16 juil. 2021 · Jared Maltz

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