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Jared Maltz

가입한 날짜: 2021년 5월 06일

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마지막 활동: 2025년 2월 21일

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커뮤니티 댓글 Feedback - Sales CRM (Sell)

Angela Falbo unfortunately, Zendesk (looping in some team members - Brett Bowser @... @...) has been radio silent on this. I wouldn't expect something anytime soon.

댓글 보기 · 2022년 6월 15일에 게시됨 · Jared Maltz

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게시물 Feedback - Sales CRM (Sell)

Our team is looking to be able to add the "Associated Contacts" field from a deal into the list view for deals. This way we can view, filter, sort and export based on this field. The only related field that is available is the "Contact" or primary contact field, which doesn't really help here.

The other way we would like to utilize this field is regarding integrations like Zapier for example. We are trying to build a "Zap" or workflow where we take a Zendesk Sell contact ID and add it into the associated contact field on a deal. Unfortunately, like the list view, the only the related field available is the "Primary Contact" field which doesn't help here.

2021년 7월 16일에 게시됨 · Jared Maltz

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