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Devin Snelling

가입한 날짜: 2022년 9월 30일

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마지막 활동: 2022년 10월 26일

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커뮤니티 댓글 Feedback - Sales CRM (Sell)

@Katarzyna Kurzyńska - Madej

Our use case as a publication would be to add tasks to multiple deals at once within a particular magazine issue. We use custom fields to group $deals into different issues and we would use a Smart List to filter the deals we want to work with and then ideally, we would be able to add tasks to those deals similarly to how you can add Tags. This would be especially helpful when we need to add priority or assign tasks to different team members based on custom fields that we have set up. 

 

댓글 보기 · 2022년 10월 26일에 게시됨 · Devin Snelling

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커뮤니티 댓글 Feedback - Sales CRM (Sell)

Agreed! We would really benefit from having conditional fields - our list of custom fields is always growing. Especially around required fields using the "field rules" feature - If we could have some fields required only if another field is filled out, that would be huge!

 

댓글 보기 · 2022년 10월 13일에 게시됨 · Devin Snelling

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댓글How to manage phone numbers in Talk

Is there a way I can mute or re-route incoming calls within Zendesk Sell?

I want to be able to make outgoing calls, but I do not want to receive calls during certain hours.

댓글 보기 · 2022년 9월 30일에 게시됨 · Devin Snelling

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