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Tess Weightman

Entrou em 05 de jan. de 2024

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Última atividade em 06 de dez. de 2024

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Tess Weightman criou uma publicação,

Publicação Feedback - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Publicado 09 de out. de 2024 · Tess Weightman

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Tess Weightman criou uma publicação,

Publicação Q&A - Sales CRM (Sell)

Can the sell contact record be updated to "no longer active"? This is not currently an available feature in Sell. Currently, you can only delete a contact record - https://support.zendesk.com/hc/en-us/articles/4408832226842-Deleting-leads-and-contacts
This would be helpful when someone no longer works for the company, but we need to keep their communication history.
Could the system be set up to stop any further email communication with the specific person?
This will help ensure that no accidental or unnecessary messages are sent to that individual.

Editado 09 de out. de 2024 · Tess Weightman

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Tess Weightman comentou,

ComentárioWorking with leads and contacts

I agree with the comment above. 

Can the sell contact record be updated to "no longer active"

This would be helpful when someone no longer works for the company, but we need to keep their communication history.

 

Could the system be set up to stop any further email communication with the specific person?

This will help ensure that no accidental or unnecessary messages are sent to that individual.

 

Exibir comentário · Publicado 22 de ago. de 2024 · Tess Weightman

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Tess Weightman comentou,

ComentárioImporting and exporting in Sell

Hi, I am bulk-uploading contacts and deals to sell and wondering if it is possible to include the product in the data file. I am currently having to go add the product to each deal once uploaded in sell.

Exibir comentário · Publicado 18 de jan. de 2024 · Tess Weightman

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