Ricerche recenti


Nessuna ricerca recente

Tess Weightman's Avatar

Tess Weightman

Data ingresso 05 gen 2024

·

Ultima attività 06 dic 2024

Seguiti

1

Follower

0

Attività totali

86

Voti

14

Abbonamenti

68

PANORAMICA ATTIVITÀ

Ultima attività di Tess Weightman

Tess Weightman ha creato un post,

Post Feedback - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Data ultimo post: 09 ott 2024 · Tess Weightman

1

Follower

4

Voti

2

Commenti


Tess Weightman ha creato un post,

Post Q&A - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Data ultima modifica: 09 ott 2024 · Tess Weightman

0

Follower

0

Voti

0

Commenti


Tess Weightman ha commentato,

CommentoWorking with leads and contacts

I agree with the comment above. 

Can the sell contact record be updated to "no longer active"

This would be helpful when someone no longer works for the company, but we need to keep their communication history.

 

Could the system be set up to stop any further email communication with the specific person?

This will help ensure that no accidental or unnecessary messages are sent to that individual.

 

Visualizza commento · Data ultimo post: 22 ago 2024 · Tess Weightman

0

Follower

0

Voti

0

Commenti


Tess Weightman ha commentato,

CommentoImporting and exporting in Sell

Hi, I am bulk-uploading contacts and deals to sell and wondering if it is possible to include the product in the data file. I am currently having to go add the product to each deal once uploaded in sell.

Visualizza commento · Data ultimo post: 18 gen 2024 · Tess Weightman

0

Follower

0

Voti

0

Commenti