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Adam Witek

Entrou em 15 de abr. de 2021

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Última atividade em 30 de ago. de 2023

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Adam Witek comentou,

Comentário na comunidade Feedback - Sales CRM (Sell)

Welcome to the party… you can only associate contacts to specific companies using the Company Name on initial import. You cannot bulk update People contacts to associate them to Company contacts and you cannot add add People Contacts and associate them to a business using the ID, you have to use the exact company name.

Exibir comentário · Publicado 23 de mai. de 2023 · Adam Witek

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Adam Witek comentou,

ComentárioUsing email in Sell

I have no solution, just here to upvote your suggestion and echo your message.

Exibir comentário · Publicado 11 de mai. de 2023 · Adam Witek

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Adam Witek comentou,

ComentárioImporting and exporting in Sell

What about Business Names? I don't see that addressed in this article and I don't see it as a selection in the drop down menu(s) when mapping. I have a new list of employees and I need to assign them to their respective companies. How would I do that in bulk?

Exibir comentário · Publicado 30 de mar. de 2023 · Adam Witek

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Adam Witek criou uma publicação,

Publicação Feedback - Sales CRM (Sell)

Feature Request Summary: 

When importing people contacts, Zendesk should allow you to associate the newly imported contacts to a company by using the Company's ContactID.

Description/Use Cases: 

As stated above, we should be able to associated Person Contacts to Company Contacts during import using the Company ID. Right now you can use Company Name, however, in situations where the company name is the same, this breaks. We deal a lot of franchises and it's common for them to have the same company name in ZD Sell. 

Business impact of limitation or missing feature:

We cannot import People Contacts and associate them to businesses.

Other necessary information or resources:

N/A

Editado 13 de mar. de 2023 · Adam Witek

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Adam Witek comentou,

ComentárioHow to get help with the sales CRM

Just wanted to say, this feels insane that you can't import contacts and associate them with an existing company except by using the Company Name. We deal with Franchise locations where some Company Names are the same and the import doesn't know how to handle this.

Exibir comentário · Publicado 09 de mar. de 2023 · Adam Witek

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