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Tess Weightman

Adhésion le 05 janv. 2024

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Dernière activité le 06 déc. 2024

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Dernière activité effectuée par Tess Weightman

Tess Weightman a créé une publication,

Publication Feedback - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Publication le 09 oct. 2024 · Tess Weightman

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Tess Weightman a créé une publication,

Publication Q&A - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Modification le 09 oct. 2024 · Tess Weightman

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Tess Weightman a ajouté un commentaire,

CommentaireWorking with leads and contacts

I agree with the comment above. 

Can the sell contact record be updated to "no longer active"

This would be helpful when someone no longer works for the company, but we need to keep their communication history.

 

Could the system be set up to stop any further email communication with the specific person?

This will help ensure that no accidental or unnecessary messages are sent to that individual.

 

Afficher le commentaire · Publication le 22 août 2024 · Tess Weightman

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Tess Weightman a ajouté un commentaire,

CommentaireImporting and exporting in Sell

Hi, I am bulk-uploading contacts and deals to sell and wondering if it is possible to include the product in the data file. I am currently having to go add the product to each deal once uploaded in sell.

Afficher le commentaire · Publication le 18 janv. 2024 · Tess Weightman

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