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Marketing (Martin)

Adhésion le 07 nov. 2023

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Dernière activité le 02 juil. 2024

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Publication Developer - Zendesk APIs

When conducting a smart list export, I do get a relation from contacts to companies by the company ID. However this relation between contacts (persons) and companies cannot be found when using the API. Can you give us clear directions how to go forward? Thanks in advance.

Publication le 02 juil. 2024 · Marketing (Martin)

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Marketing (Martin) a ajouté un commentaire,

CommentaireWorking with leads and contacts

Hi all, if the status of the customer is 'current customer' but a deal is lost, will this turn the status to 'past customer' automatically?

And another question, how can the customer status of a contact (=company) be different from the associated contact (employee)? We have situation where the Company is a 'Current customer' and the Employee has status 'Past customer'. Do these all need to be set manually for all related contacts (company and employees) or do they synchronize?

Afficher le commentaire · Publication le 07 nov. 2023 · Marketing (Martin)

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