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Roland Hill

가입한 날짜: 2021년 10월 16일

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마지막 활동: 2023년 6월 07일

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님의 최근 활동 Roland Hill

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댓글How to get help with the sales CRM

The documentation is not clear if you are a Zendesk Sell admin as the fix in the linked article refers to the Support mobile app. Selecting the mobile app setting for the Support app does correct the Sell app access blocked issue. Not intuitive.

댓글 보기 · 2023년 6월 07일에 게시됨 · Roland Hill

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게시물 Feedback - Mobile Apps

Hi,

There is a bug in the Sell iPhone app.

The scenario which triggers the app to crash is when the the "source " field is selected and the user uses the search function at the top of the source list. This causes the app to force close.

We have replicated this on two different iPhones.

This does not occur on the Android app.

2022년 12월 01일에 게시됨 · Roland Hill

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댓글Custom data

Thanks Christopher Kennedy - I must have overlooked that function. This will save me a lot of time. Appreciate the feedback.

댓글 보기 · 2022년 7월 20일에 게시됨 · Roland Hill

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댓글Custom data

Hi,

Is it possible to use the API to POST records to many objects?

I can successfully use the API to create a record against a single object, but haven't yet been able to "bulk" load records.

Many thanks.

댓글 보기 · 2022년 7월 15일에 게시됨 · Roland Hill

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댓글Leads, contacts, and deals

Thanks for this @... - are there any plans to have Customer Contacts unified across Support and Sell so we have one source of truth for Customer information (Customer Master)?

--

Roland

 

댓글 보기 · 2022년 4월 21일에 게시됨 · Roland Hill

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게시물 Q&A - Sales CRM (Sell)

Hi,

In Sell, exporting a smart list of deals with Products (Product Catalogue) provides two reports.

  1. Deals c/w products
  2. Deals c/w products by products

I need to pull in data via the API that is similar to the 2nd report.

This does not appear to be be doable via this method https://developers.getbase.com/docs/rest/reference/products.

Is there another way?

2022년 4월 19일에 게시됨 · Roland Hill

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댓글How to get help with the sales CRM

Hello - coming in late to this conversation but...

I recently imported products into Sell using a Zapier-to-Zendesk Sell integration.

This loaded approximately 270 line items, all of which had multiple currencies.

I found it easier to use this (we already had a Zapier license) than using the API in this instance.

Hope this helps.

--

Roland

댓글 보기 · 2022년 4월 19일에 게시됨 · Roland Hill

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게시물 Feedback - Apps and integrations (Platform)

Feature Request Summary: 

Zendesk Sell Mobile app should contain the Product Catalogue as per the web browser version. Currently you can only utilise the Product Catalogue via the web browser.

Description/Use Cases: 

Our Sales Reps are on the road nearly every day of every week. Some of them only work with a mobile (personal preference). We have just deployed the Sell Product Catalogue, however our mobile only reps can't use it and have to get our sales coordinators to do this for them or wait until they can get to there laptop.

Business impact of limitation or missing feature:

This is critical to our business as it will improve adoption of Product Catalogue use. Some of our reps do use computers (skill set challenge) but manage using mobiles. They can use the Product Catalogue to size there deals and so this loads up the sales admin teams. 

Other necessary information or resources:

The Sell Mobile app should largely contain the same functionality as the web version. Having them out of sync with functions is a detractor to Zendesk Sell use.

2022년 4월 19일에 게시됨 · Roland Hill

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게시물 Feedback - Apps and integrations (Platform)

Feature Request Summary: 

Zendesk Sell Product Catalogue should have the ability to select multiple items in one go. Currently you can only select an individual item per search.

Description/Use Cases: 

Our Sell Deals usually comprise of multiple product line items; base product and options. Being able to search on a key term and select all line items in one go would improve their user experience.

Business impact of limitation or missing feature:

This is critical to our business as it will improve adoption of Product Catalogue use. Whilst the current UX works, it is slow due to the need to search for each line item individually. 

Other necessary information or resources:

A mock up of what this could look like is as follows:

2022년 4월 19일에 게시됨 · Roland Hill

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커뮤니티 댓글 Q&A - Sales CRM (Sell)

Thanks @..., however what I'm after in the mobile app is the equivalent of the desktop function shown here:

댓글 보기 · 2022년 4월 18일에 게시됨 · Roland Hill

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