Marie Laurenza
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Marie Laurenza comentou,
Comentário oficial 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). B...
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Marie Laurenza comentou,
Comentário oficial 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
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Marie Laurenza comentou,
Comentário oficial 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
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Marie Laurenza comentou,
Comentário oficial 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, ...
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Marie Laurenza criou um artigo,
Como posso conectar minha conta legada do Sell a uma conta do Support existente se não sou o responsável pela conta?
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...
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Marie Laurenza comentou,
Comentário oficial 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.
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Marie Laurenza comentou,
Comentário oficial 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
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Marie Laurenza comentou,
Comentário oficial 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...
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Marie Laurenza comentou,
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 ...
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Marie Laurenza comentou,
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 curren...