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Devin Snelling's Avatar

Devin Snelling

Data ingresso 30 set 2022

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Ultima attività 26 ott 2022

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Devin Snelling ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

@Katarzyna Kurzyńska - Madej

Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up. 

 

Visualizza commento · Data ultimo post: 26 ott 2022 · Devin Snelling

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Devin Snelling ha commentato,

Commento nella community Feedback - Sales CRM (Sell)

Agreed! We would really benefit from having conditional fields - our list of custom fields is always growing. Especially around required fields using the "field rules" feature - If we could have some fields required only if another field is filled out, that would be huge!

 

Visualizza commento · Data ultimo post: 13 ott 2022 · Devin Snelling

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Devin Snelling ha commentato,

CommentoHow to manage phone numbers in Talk

Is there a way I can mute or re-route incoming calls within Zendesk Sell?

I want to be able to make outgoing calls, but I do not want to receive calls during certain hours.

Visualizza commento · Data ultimo post: 30 set 2022 · Devin Snelling

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