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dianakurth

Data ingresso 16 ott 2021

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Ultima attività 11 mag 2022

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dianakurth ha commentato,

CommentoSell basics

Hi there,

is it possible to land directly in sell when having a support+sell instance?

or do the Sales People need to pass via Support all the time?

thank you

Visualizza commento · Data ultimo post: 11 mag 2022 · dianakurth

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dianakurth ha creato un post,

Post Feedback - Sales CRM (Sell)

Hi, subscriptions are nice to track but for daily use it might be better to:

* setup a way to add them as starting within a deal + be added to the contact card automatically after winning the deal?

* make them visible as custom field in Sell App in Support (along with deals) as info to Support Agents?

Data ultimo post: 05 apr 2022 · dianakurth

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dianakurth ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

absolutely necessary: conditional fields in sell

for a more complex business to avoid having an illegible long custom field list 😅 

on leads/contacts/deals & product catalog

Visualizza commento · Data ultimo post: 17 mar 2022 · dianakurth

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dianakurth ha commentato,

CommentoSell basics

Hi there,

it could be helpful to have subscriptions showing in the sell app in support. right now it's not a choice in the layout. 

together with the deals this may complete the picture of ongoing business for support agents.

is this foreseen? when?

thanks

Visualizza commento · Data ultimo post: 10 mar 2022 · dianakurth

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dianakurth ha commentato,

CommentoSell basics

Hi 

what about conditional fields as in Support?

meaning for example on deals:

if CF=1 show field x

if CF=2 show field y 

?? for bigger companies with complexe structure this would be great instead of having an endless list of custom fields on the cards...

thanks! :) 

Visualizza commento · Data ultimo post: 04 mar 2022 · dianakurth

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dianakurth ha commentato,

CommentoSell basics

Hi there, 

as per today still no subscriptions available in our diverse Sell Accounts... is there a bug in ours or a general prob? :)

thank you, br, D

Visualizza commento · Data ultimo post: 18 feb 2022 · dianakurth

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dianakurth ha commentato,

CommentoSecurity and user access in Zendesk Support

Hi Dwight, thank you. This means indeed if changes <30 days you may see it. 

But within an instance, even an admin cannot, right?

Visualizza commento · Data ultimo post: 07 dic 2021 · dianakurth

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dianakurth ha commentato,

CommentoSecurity and user access in Zendesk Support

Hi Caroline, 

thank you for this answer. Could you tell us whether there is another way to see the modifications done in ticket fields? (namely by whom?)

Thanks

Visualizza commento · Data ultimo post: 07 dic 2021 · dianakurth

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dianakurth ha creato un post,

Post Feedback - Sales CRM (Sell)

why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

it's lost info & analytics.

-> would be great to have it as default field AND taken over from lead to contact upon conversion.

Data ultimo post: 26 nov 2021 · dianakurth

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dianakurth ha commentato,

CommentoSell basics

Hi, why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

thank you for your opinion, best regards, Diana

Visualizza commento · Data ultimo post: 25 nov 2021 · dianakurth

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