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Christian Meinhart

Data ingresso 16 gen 2024

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Ultima attività 17 giu 2024

New with Zendesk Sell - search for support!

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Ultima attività di Christian Meinhart

Christian Meinhart ha commentato,

Commento nella community Q&A - Sales CRM (Sell)

Thanks. I tried to have stages/phases on contacts but I should stick to the out of the box solution on deals. thanks

Visualizza commento · Data ultimo post: 17 giu 2024 · Christian Meinhart

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Christian Meinhart ha creato un post,

Post Q&A - Sales CRM (Sell)

I was not able to find a way to edit & or add new value to client status and status of potential client? 

 

Would be happy about a feedback.

 

Chris

Data ultimo post: 15 giu 2024 · Christian Meinhart

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Christian Meinhart ha commentato,

Commento nella community Q&A - Sales CRM (Sell)

Ok Thanks

Visualizza commento · Data ultimo post: 18 gen 2024 · Christian Meinhart

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Christian Meinhart ha commentato,

Commento nella community Q&A - Sales CRM (Sell)

I dont refer to a custom field, there is an out of the box field with Lead Source! but after converting lead to contact this source get lost. 

Visualizza commento · Data ultimo post: 18 gen 2024 · Christian Meinhart

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Christian Meinhart ha commentato,

Commento nella community Q&A - Sales CRM (Sell)

if you add a new lead in this mask there are standard fields and custom fields. But custom fields are only below standard fields.

Visualizza commento · Data ultimo post: 18 gen 2024 · Christian Meinhart

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Christian Meinhart ha creato un post,

Post Q&A - Sales CRM (Sell)

I found now way to mix ranking standard with custom fields? Yes I can group fields but does not reflect on data input mask for users.

Data ultimo post: 16 gen 2024 · Christian Meinhart

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Christian Meinhart ha creato un post,

Post Q&A - Sales CRM (Sell)

For Marketing stuff it is important to have salutation on leads (Mr, Mrs,...) but also with the feature to convert to contact. Is there a standard field or we need to create a custom field?

Data ultimo post: 16 gen 2024 · Christian Meinhart

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Christian Meinhart ha creato un post,

Post Q&A - Sales CRM (Sell)

With converting a Lead with the out of the box field "LeadSource" this information gets lost. But for reporting this information is important. 

Is there an idea to convert this information also for next steps?

Data ultimo post: 16 gen 2024 · Christian Meinhart

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