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dianakurth

가입한 날짜: 2021년 10월 16일

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마지막 활동: 2022년 5월 11일

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게시물 Feedback - Sales CRM (Sell)

Hi, subscriptions are nice to track but for daily use it might be better to:

* setup a way to add them as starting within a deal + be added to the contact card automatically after winning the deal?

* make them visible as custom field in Sell App in Support (along with deals) as info to Support Agents?

2022년 4월 05일에 게시됨 · dianakurth

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커뮤니티 댓글 Feedback - Sales CRM (Sell)

absolutely necessary: conditional fields in sell

for a more complex business to avoid having an illegible long custom field list 😅 

on leads/contacts/deals & product catalog

댓글 보기 · 2022년 3월 17일에 게시됨 · dianakurth

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댓글Security and user access in Zendesk Support

Hi Dwight, thank you. This means indeed if changes <30 days you may see it. 

But within an instance, even an admin cannot, right?

댓글 보기 · 2021년 12월 07일에 게시됨 · dianakurth

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댓글Security and user access in Zendesk Support

Hi Caroline, 

thank you for this answer. Could you tell us whether there is another way to see the modifications done in ticket fields? (namely by whom?)

Thanks

댓글 보기 · 2021년 12월 07일에 게시됨 · dianakurth

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게시물 Feedback - Sales CRM (Sell)

why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

it's lost info & analytics.

-> would be great to have it as default field AND taken over from lead to contact upon conversion.

2021년 11월 26일에 게시됨 · dianakurth

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게시물 Feedback - Sales CRM (Sell)

when I see right there is no way to have zoom, or google meet or whatever meeting details appearing linked in sell appointments.

this means that one needs to switch to his calendar outside sell all the time (for scheduling & accessing) ...

what do you think? did I miss sth?

2021년 8월 05일에 게시됨 · dianakurth

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