Marie Laurenza

The capability currently exists to duplicate a Deal with all the custom fields in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Jason -- this capability currently exists in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Roland,

If you want to preserve past activity history for any user you should deactivate that user instead of deleting them. A help article that describes this in much more detail is here. 

-Marie

Hi Gerry,

I see that you have the Sell app installed in your Support account. For information on how to view or change the layout/order/visibility of apps in Support please see this article.

Best,

-Marie

Domanda

Come posso collegare il mio account Sell legacy a un account Zendesk esistente se non sono il proprietario dell'account?

Risposta

Il proprietario di un sottodominio Zendesk è l’unico che può accettare di collegare a Support un account Sell legacy. Essere il proprietario dell’account è essenziale ed è menzionato come prerequisito in questo articolo: Collegamento dell’account Sell legacy alla piattaforma Zendesk. Se il proprietario dell’account non dispone di una licenza Zendesk Sell, segui le istruzioni seguenti.

Per fornire una licenza Sell e fare in modo che il proprietario dell’account colleghi gli account

1. Identifica il proprietario dell’account Support seguendo le istruzioni in questo articolo: Chi è il titolare del mio account? 
2. Fornisci al proprietario dell’account Support una licenza amministratore per Sell. Se non ne ha già una, consulta l’articolo: Aggiunta e rimozione di licenze Sell. Se non disponi di una licenza, disattiva un utente Sell attivo per il breve periodo di tempo necessario all’integrazione.
3. Chiedi al proprietario dell'account di accedere a Sell e di collegare gli account seguendo le istruzioni nell'articolo: Collegamento dell’account Sell legacy alla piattaforma Zendesk.
4. Rimuovi la licenza Sell dal proprietario dell’account e riattiva l’utente Sell.

Additional Email fields can be created on Leads and Contacts and then emails to/from those email addresses will sync to Sell. Information on how to add a custom field is here.

Hello,

We appreciate your feedback. We just released a fix to the issue you reported regarding having to re-input information if the box is unselected. Hopefully this is a welcome update.

Best,
-Marie

Hello all,

Appreciate the feedback! I wanted to announce that we have recently added the functionality to allow Support Agents to choose the Sell Owner for the new Lead in Sell.

Help Center article on how to enable this for your account here.

-Marie

Got it -- the main request is for the ability to backdate/edit a call's date in Sell. We'll track this request and see if it's an important enhancement for others as well. There's always a balance between letting people backdate and activity reporting/validity.

-Marie

Hi Taylor,

Can you tell me more about why your team uses Notes to Log Calls in Sell instead of manually logging them as a Call? Is it because you want to use the Note Tagging feature that is currently only available on Notes and not on Calls/Texts/Emails?

We are currently working hard to get Sell data into Zendesk's Explore reporting tool, so I expect your custom reporting requests to be solved with the work we're doing in that project, but would love to understand your request more. I don't expect us to include Notes in the Communication field since most Notes don't represent a client communication, so it'd be great to understand more deeply what outcome you need to achieve.

-Marie