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Devin Snelling

Adhésion le 30 sept. 2022

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Dernière activité le 26 oct. 2022

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Dernière activité effectuée par Devin Snelling

Devin Snelling a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

@Katarzyna Kurzyńska - Madej

Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up. 

 

Afficher le commentaire · Publication le 26 oct. 2022 · Devin Snelling

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Devin Snelling a ajouté un commentaire,

Commentaire de la communauté Feedback - Sales CRM (Sell)

Agreed! We would really benefit from having conditional fields - our list of custom fields is always growing. Especially around required fields using the "field rules" feature - If we could have some fields required only if another field is filled out, that would be huge!

 

Afficher le commentaire · Publication le 13 oct. 2022 · Devin Snelling

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Devin Snelling a ajouté un commentaire,

CommentaireHow to manage phone numbers in Talk

Is there a way I can mute or re-route incoming calls within Zendesk Sell?

I want to be able to make outgoing calls, but I do not want to receive calls during certain hours.

Afficher le commentaire · Publication le 30 sept. 2022 · Devin Snelling

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