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dianakurth

Entrou em 16 de out. de 2021

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Última atividade em 11 de mai. de 2022

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dianakurth comentou,

ComentárioSell basics

Hi there,

is it possible to land directly in sell when having a support+sell instance?

or do the Sales People need to pass via Support all the time?

thank you

Exibir comentário · Publicado 11 de mai. de 2022 · dianakurth

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dianakurth criou uma publicação,

Publicação Feedback - Sales CRM (Sell)

Hi, subscriptions are nice to track but for daily use it might be better to:

* setup a way to add them as starting within a deal + be added to the contact card automatically after winning the deal?

* make them visible as custom field in Sell App in Support (along with deals) as info to Support Agents?

Publicado 05 de abr. de 2022 · dianakurth

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dianakurth comentou,

Comentário na comunidade Feedback - Sales CRM (Sell)

absolutely necessary: conditional fields in sell

for a more complex business to avoid having an illegible long custom field list 😅 

on leads/contacts/deals & product catalog

Exibir comentário · Publicado 17 de mar. de 2022 · dianakurth

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dianakurth comentou,

ComentárioSell basics

Hi there,

it could be helpful to have subscriptions showing in the sell app in support. right now it's not a choice in the layout. 

together with the deals this may complete the picture of ongoing business for support agents.

is this foreseen? when?

thanks

Exibir comentário · Publicado 10 de mar. de 2022 · dianakurth

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dianakurth comentou,

ComentárioSell basics

Hi 

what about conditional fields as in Support?

meaning for example on deals:

if CF=1 show field x

if CF=2 show field y 

?? for bigger companies with complexe structure this would be great instead of having an endless list of custom fields on the cards...

thanks! :) 

Exibir comentário · Publicado 04 de mar. de 2022 · dianakurth

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dianakurth comentou,

ComentárioSell basics

Hi there, 

as per today still no subscriptions available in our diverse Sell Accounts... is there a bug in ours or a general prob? :)

thank you, br, D

Exibir comentário · Publicado 18 de fev. de 2022 · dianakurth

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dianakurth comentou,

ComentárioSecurity and user access in Zendesk Support

Hi Dwight, thank you. This means indeed if changes <30 days you may see it. 

But within an instance, even an admin cannot, right?

Exibir comentário · Publicado 07 de dez. de 2021 · dianakurth

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dianakurth comentou,

ComentárioSecurity and user access in Zendesk Support

Hi Caroline, 

thank you for this answer. Could you tell us whether there is another way to see the modifications done in ticket fields? (namely by whom?)

Thanks

Exibir comentário · Publicado 07 de dez. de 2021 · dianakurth

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dianakurth criou uma publicação,

Publicação Feedback - Sales CRM (Sell)

why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

it's lost info & analytics.

-> would be great to have it as default field AND taken over from lead to contact upon conversion.

Publicado 26 de nov. de 2021 · dianakurth

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dianakurth comentou,

ComentárioSell basics

Hi, why can't a contact have a source?

I enter a source to a lead, convert it and the info is lost. ok taken over to the deal, but why not to the contact card?

the field does not even exist by default in contact cards...

thank you for your opinion, best regards, Diana

Exibir comentário · Publicado 25 de nov. de 2021 · dianakurth

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