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

Pergunta

Como posso conectar minha conta legada do Sell a uma conta do Zendesk existente se eu não sou o responsável pela conta?

Resposta

O responsável pela conta do subdomínio do Zendesk é o único que pode concordar em conectar uma conta legada do Sell ao Support. Ser o responsável pela conta é essencial e é mencionado como um pré-requisito neste artigo: Conexão de sua conta legada do Sell à plataforma Zendesk. Se o responsável pela conta não tiver uma licença do Zendesk Sell, siga as instruções abaixo.

Como provisionar uma licença do Sell e solicitar que o responsável pela conta conecte as contas

1. Identifique o responsável pela conta do Support usando as instruções neste artigo: Quem é o responsável da minha conta? 
2. Forneça ao responsável pela conta do Support uma licença de administrador do Sell; se ele ainda não tiver uma, consulte o artigo: Adição e remoção de licenças do Sell. Se você não tiver uma licença disponível, desative um usuário ativo do Sell pelo curto período de tempo necessário para a integração.
3. Peça ao responsável pela conta para entrar no Sell e conectar as contas usando as instruções no artigo: Conexão de sua conta legada do Sell à plataforma Zendesk.
4. Remova a licença do Sell que estava com o responsável pela conta e reative o usuário do Sell.

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