Marie Laurenza

The capability currently exists to duplicate a Deal with all the custom fields in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Jason -- this capability currently exists in the form of the Clone Deal app that our team built and supports. Check it out here (in Zendesk Apps Marketplace).

Best,

-Marie

Hi Roland,

If you want to preserve past activity history for any user you should deactivate that user instead of deleting them. A help article that describes this in much more detail is here. 

-Marie

Hi Gerry,

I see that you have the Sell app installed in your Support account. For information on how to view or change the layout/order/visibility of apps in Support please see this article.

Best,

-Marie

질문

계정 소유자가 아닌 경우 레거시 Sell 계정을 기존 Zendesk 계정과 연결하려면 어떻게 해야 하나요?

답변

Zendesk 하위 도메인의 계정 소유자만이 레거시 Sell 계정을 Support에 연결하는 데 동의할 수 있습니다. 계정 소유자가 되기 위해서는 다음 문서에서 전제 조건으로 언급됩니다. 레거시 Sell 계정을 Zendesk 플랫폼에 연결하기 계정 소유자에게 Zendesk Sell 라이선스가 없는 경우에는 아래 안내를 따르세요.

Sell 라이선스를 프로비저닝하고 계정 소유자가 계정을 연결하도록 하려면 다음과 같이 하세요.

1. 다음 문서의 안내에 따라 Support 계정의 계정 소유자를 파악합니다. 제 계정의 소유자는 누구인가요? [동영상] 
2. Support 계정 소유자에게 Sell의 관리자 라이선스를 제공합니다. 아직 관리자 라이선스가 없는 경우 Sell 라이선스 추가 및 제거하기에 설명된 안내를 따르세요. 사용할 수 있는 라이선스가 없는 경우 연동에 필요한 짧은 시간 동안 활성 Sell 사용자를비활성화하세요.
3. 계정 소유자에게 Sell에 로그인하여 레거시 Sell 계정을 Zendesk 플랫폼에 연결하기
4. 계정 소유자로부터 Sell 라이선스를 제거하고 Sell 사용자를 다시 활성화하세요.

Additional Email fields can be created on Leads and Contacts and then emails to/from those email addresses will sync to Sell. Information on how to add a custom field is here.

Hello,

We appreciate your feedback. We just released a fix to the issue you reported regarding having to re-input information if the box is unselected. Hopefully this is a welcome update.

Best,
-Marie

Hello all,

Appreciate the feedback! I wanted to announce that we have recently added the functionality to allow Support Agents to choose the Sell Owner for the new Lead in Sell.

Help Center article on how to enable this for your account here.

-Marie

Got it -- the main request is for the ability to backdate/edit a call's date in Sell. We'll track this request and see if it's an important enhancement for others as well. There's always a balance between letting people backdate and activity reporting/validity.

-Marie

Hi Taylor,

Can you tell me more about why your team uses Notes to Log Calls in Sell instead of manually logging them as a Call? Is it because you want to use the Note Tagging feature that is currently only available on Notes and not on Calls/Texts/Emails?

We are currently working hard to get Sell data into Zendesk's Explore reporting tool, so I expect your custom reporting requests to be solved with the work we're doing in that project, but would love to understand your request more. I don't expect us to include Notes in the Communication field since most Notes don't represent a client communication, so it'd be great to understand more deeply what outcome you need to achieve.

-Marie