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Jared Maltz

Entrou em 06 de mai. de 2021

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Última atividade em 21 de fev. de 2025

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Jared Maltz comentou,

Comentário na comunidade Feedback - Sales CRM (Sell)

Angela Falbo unfortunately, Zendesk (looping in some team members - Brett Bowser @... @...) has been radio silent on this. I wouldn't expect something anytime soon.

Exibir comentário · Publicado 15 de jun. de 2022 · Jared Maltz

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Jared Maltz criou uma publicação,

Publicação Feedback - Sales CRM (Sell)

Our team is looking to be able to add the "Associated Contacts" field from a deal into the list view for deals. This way we can view, filter, sort and export based on this field. The only related field that is available is the "Contact" or primary contact field, which doesn't really help here.

The other way we would like to utilize this field is regarding integrations like Zapier for example. We are trying to build a "Zap" or workflow where we take a Zendesk Sell contact ID and add it into the associated contact field on a deal. Unfortunately, like the list view, the only the related field available is the "Primary Contact" field which doesn't help here.

Publicado 16 de jul. de 2021 · Jared Maltz

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