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System

Data ingresso 13 dic 2021

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Ultima attività 07 apr 2023

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Post Q&A - Sales CRM (Sell)

We migrated to Zendesk Sell at the end of last year but still have documents to attach to our legacy deals. I noticed there's only GET but no POST method.

Since we don't have an option, we're considering an alternative to automate the upload by using headless and Selenium Webdriver on the front end. Any ideas around this?

 

Only GET method on API

Complains about the lack of a POST method documented on the API

Data ultimo post: 07 apr 2023 · System

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System ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

Hi Zendesk team, any new features planned for smart lists?

Visualizza commento · Data ultimo post: 22 feb 2023 · System

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Commento nella community Feedback - Sales CRM (Sell)

Is anybody from Zendesk reading the feature requests?

Visualizza commento · Data ultimo post: 22 feb 2023 · System

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System ha commentato,

CommentoReflecting your sales processes

Hi, I'd like to confirm if the default feature when "deal is updated" also works when a deal is created/added.

Visualizza commento · Data ultima modifica: 14 feb 2023 · System

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CommentoHow to use smart lists and reports in the sales CRM

I'd like to propose a change to the current answer:   

Answer

You can't. When you create a smart list, the list is only visible to you in your account...

 

Be sincere guys, no need to write content for the sake of having content.

Visualizza commento · Data ultimo post: 24 ott 2022 · System

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Commento nella community Feedback - Sales CRM (Sell)

+1

 

 

 

Visualizza commento · Data ultimo post: 24 ott 2022 · System

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Post Feedback - Sales CRM (Sell)

As an Admin, I want to create custom fields that are not visible to other users. Can this be added to Zendesk Sell in the near future?

This has been a default feature on Salesforce for a while already (https://salesforce.vidyard.com/watch/ExFZudjhquI28XE5o2tZxQ) and possible on Hubspot through the API (https://community.hubspot.com/t5/CRM/Creating-Hidden-Custom-Fields/m-p/288759).

 

Data ultima modifica: 11 gen 2023 · System

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System ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

+1

 

 

Visualizza commento · Data ultimo post: 13 giu 2022 · System

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CommentoUsing email in Sell

is it possible to use wildcards to block email addresses?

Visualizza commento · Data ultimo post: 13 giu 2022 · System

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CommentoConfiguring your Sell account

Hi, the article mentions

Industry in order to close a deal enhances analysis of conversion rates or sales cycles. 

However, there's no default field industry in deals.

Visualizza commento · Data ultimo post: 22 feb 2022 · System

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