Marie Laurenza

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).

Best,

-Marie

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

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

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,

-Marie

问题

如果我不是帐户所有者，如何将旧版 Sell 帐户连接到现有的 Zendesk 帐户？

回答

Zendesk 子域名的帐户所有者是唯一可以同意将旧版 Sell 帐户连接到 Support 的人。成为帐户所有者至关重要，在此文章中将其作为先决条件：连接您的旧版 Sell 帐户到 Zendesk 平台。如果帐户所有者没有 Zendesk Sell 许可证，请按照以下说明进行操作。

设置 Sell 许可证并让帐户所有者连接帐户

1. 使用此文章中的说明识别 Support 帐户的帐户所有者：谁是我的帐户的所有者？ 
2. 为 Support 帐户所有者提供 Sell 管理员许可证，如果他们还没有，请参阅文章：添加和移除 Sell 许可证。如果您没有可用的许可证，请 取消激活 活跃的 Sell 用户，以便在短时间内进行整合。
3. 让帐户所有者按照文章中的说明登录 Sell 并连接帐户：连接您的旧版 Sell 帐户到 Zendesk 平台。
4. 移除帐户所有者的 Sell 许可证，并重新激活 Sell 用户。

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.

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

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 on how to enable this for your account here.

-Marie

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 between letting people backdate and activity reporting/validity.

-Marie

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 currently only available on Notes and not on Calls/Texts/Emails?

We are currently working hard to get Sell data into Zendesk's Explore reporting tool, so I expect your custom reporting requests to be solved with the work we're doing in that project, but would love to understand your request more. I don't expect us to include Notes in the Communication field since most Notes don't represent a client communication, so it'd be great to understand more deeply what outcome you need to achieve.

-Marie