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Tess Weightman

参加日2024年1月05日

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前回のアクティビティ2024年12月06日

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さんの最近のアクティビティ Tess Weightman

Tess Weightmanさんが投稿を作成しました:

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Can the sell contact record be updated to "no longer active"?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

投稿日時:2024年10月09日 · Tess Weightman

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Tess Weightmanさんが投稿を作成しました:

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Can the sell contact record be updated to "no longer active"?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

編集日時:2024年10月09日 · Tess Weightman

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Tess Weightmanさんがコメントを作成しました:

コメントWorking 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Can the sell contact record be updated to "no longer active"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.

 

コメントを表示 · 投稿日時:2024年8月22日 · Tess Weightman

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Tess Weightmanさんがコメントを作成しました:

コメントImporting 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.

コメントを表示 · 投稿日時:2024年1月18日 · Tess Weightman

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