최근 검색

최근 검색 없음

Adding Associated and Collaborators in the Lead

image avatar

Tony Couch

2021년 5월 31일에 게시됨

Currently, you have to move a Lead to. Deal to attach associated contacts with it. It would be nice to attach them at the lead phase so you have an instant visual who the lead is associated with and best steps to convert them from a lead to a deal.

0

1

댓글 1개

날짜

    공식

    image avatar

    Maddy Storck

    Zendesk Product Marketing

    Hi Tony, 

    Thanks for this feedback. The Sell product team is currently rethinking how best to handle leads in Sell, and we want to hear directly from customers. If you would like to participate in an interview with our product team, and give feedback on our proposed solution, please check out this post for further details. Thank you! 

    0

    댓글을 남기려면 로그인하세요.

    원하는 정보를 못 찾으셨나요?

    새 게시물