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Adam Witek

Data ingresso 15 apr 2021

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Ultima attività 30 ago 2023

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Adam Witek ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

Welcome to the party… you can only associate contacts to specific companies using the Company Name on initial import. You cannot bulk update People contacts to associate them to Company contacts and you cannot add add People Contacts and associate them to a business using the ID, you have to use the exact company name.

Visualizza commento · Data ultimo post: 23 mag 2023 · Adam Witek

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Adam Witek ha commentato,

CommentoUsing email in Sell

I have no solution, just here to upvote your suggestion and echo your message.

Visualizza commento · Data ultimo post: 11 mag 2023 · Adam Witek

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Adam Witek ha commentato,

CommentoImporting and exporting in Sell

What about Business Names? I don't see that addressed in this article and I don't see it as a selection in the drop down menu(s) when mapping. I have a new list of employees and I need to assign them to their respective companies. How would I do that in bulk?

Visualizza commento · Data ultimo post: 30 mar 2023 · Adam Witek

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Adam Witek ha creato un post,

Post Feedback - Sales CRM (Sell)

Feature Request Summary: 

When importing people contacts, Zendesk should allow you to associate the newly imported contacts to a company by using the Company's ContactID.

Description/Use Cases: 

As stated above, we should be able to associated Person Contacts to Company Contacts during import using the Company ID. Right now you can use Company Name, however, in situations where the company name is the same, this breaks. We deal a lot of franchises and it's common for them to have the same company name in ZD Sell. 

Business impact of limitation or missing feature:

We cannot import People Contacts and associate them to businesses.

Other necessary information or resources:

N/A

Data ultima modifica: 13 mar 2023 · Adam Witek

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Adam Witek ha commentato,

CommentoHow to get help with the sales CRM

Just wanted to say, this feels insane that you can't import contacts and associate them with an existing company except by using the Company Name. We deal with Franchise locations where some Company Names are the same and the import doesn't know how to handle this.

Visualizza commento · Data ultimo post: 09 mar 2023 · Adam Witek

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