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dianakurth

Adhésion le 16 oct. 2021

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Dernière activité le 11 mai 2022

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dianakurth a ajouté un commentaire,

CommentaireSell basics

Hi there,

is it possible to land directly in sell when having a support+sell instance?

or do the Sales People need to pass via Support all the time?

thank you

Afficher le commentaire · Publication le 11 mai 2022 · dianakurth

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dianakurth a créé une publication,

Publication Feedback - Sales CRM (Sell)

Hi, subscriptions are nice to track but for daily use it might be better to:

* setup a way to add them as starting within a deal + be added to the contact card automatically after winning the deal?

* make them visible as custom field in Sell App in Support (along with deals) as info to Support Agents?

Publication le 05 avr. 2022 · dianakurth

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dianakurth a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

absolutely necessary: conditional fields in sell

for a more complex business to avoid having an illegible long custom field list 😅 

on leads/contacts/deals & product catalog

Afficher le commentaire · Publication le 17 mars 2022 · dianakurth

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dianakurth a ajouté un commentaire,

CommentaireSell basics

Hi there,

it could be helpful to have subscriptions showing in the sell app in support. right now it's not a choice in the layout. 

together with the deals this may complete the picture of ongoing business for support agents.

is this foreseen? when?

thanks

Afficher le commentaire · Publication le 10 mars 2022 · dianakurth

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dianakurth a ajouté un commentaire,

CommentaireSell basics

Hi 

what about conditional fields as in Support?

meaning for example on deals:

if CF=1 show field x

if CF=2 show field y 

?? for bigger companies with complexe structure this would be great instead of having an endless list of custom fields on the cards...

thanks! :) 

Afficher le commentaire · Publication le 04 mars 2022 · dianakurth

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dianakurth a ajouté un commentaire,

CommentaireSell basics

Hi there, 

as per today still no subscriptions available in our diverse Sell Accounts... is there a bug in ours or a general prob? :)

thank you, br, D

Afficher le commentaire · Publication le 18 févr. 2022 · dianakurth

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dianakurth a ajouté un commentaire,

CommentaireSecurity and user access in Zendesk Support

Hi Dwight, thank you. This means indeed if changes <30 days you may see it. 

But within an instance, even an admin cannot, right?

Afficher le commentaire · Publication le 07 déc. 2021 · dianakurth

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dianakurth a ajouté un commentaire,

CommentaireSecurity and user access in Zendesk Support

Hi Caroline, 

thank you for this answer. Could you tell us whether there is another way to see the modifications done in ticket fields? (namely by whom?)

Thanks

Afficher le commentaire · Publication le 07 déc. 2021 · dianakurth

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dianakurth a créé une publication,

Publication Feedback - Sales CRM (Sell)

why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

it's lost info & analytics.

-> would be great to have it as default field AND taken over from lead to contact upon conversion.

Publication le 26 nov. 2021 · dianakurth

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dianakurth a ajouté un commentaire,

CommentaireSell basics

Hi, why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

thank you for your opinion, best regards, Diana

Afficher le commentaire · Publication le 25 nov. 2021 · dianakurth

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