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Zak Wilkowski's Avatar

Zak Wilkowski

已加入2021年4月15日

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最后活动2021年10月22日

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的最新活动 Zak Wilkowski

Zak Wilkowski 创建了一个帖子,

帖子 Feedback - Sales CRM (Sell)

Please add additional fields in Zendesk Sell reporting. For example, it would be great to be able to breakdown Activities and Call Logs by Zip Codes so we can see which areas our sales teams are focusing on. 

已于 2021年4月21日 发布 · Zak Wilkowski

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Zak Wilkowski 进行了评论,

评论Working with leads and contacts

When merging leads/contacts, are both Lead Properties and Communication (recorded calls, emails etc.) copied over to the new lead/contact? 

查看评论 · 已于 2021年4月21日 发布 · Zak Wilkowski

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Zak Wilkowski 创建了一个帖子,

帖子 Feedback - Sales CRM (Sell)

Each time a Lead is converted to a Contact, it would be great if you could trigger an automated email to be sent to that customer. This would save the team manually having to send these out within Sell. 

已于 2021年4月19日 发布 · Zak Wilkowski

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Zak Wilkowski 创建了一个帖子,

帖子 Feedback - Sales CRM (Sell)

Please can you add additional countries in Zendesk Sell. We split our UK/IE Market into Great Britain, Northern Ireland and Ireland. Currently we cannot differentiate between GB and NI as the only option is United Kingdom. 

Thanks, 

Zak 

 

已于 2021年4月09日 发布 · Zak Wilkowski

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Zak Wilkowski 创建了一个帖子,

帖子 Feedback - Sales CRM (Sell)

It would be great to be able to have reports on visits, calls and other activities that could then be filtered against Lead and Contact Properties e.g. Zip Code. 

This would allow managers to be able to see where their sales teams are focusing on and provide more insights into lost or potential sales activities. 

已于 2021年3月30日 发布 · Zak Wilkowski

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Zak Wilkowski 创建了一个帖子,

帖子 Feedback - Sales CRM (Sell)

We have an internal sales team that books appointments for our field sales team. In Sell, you cannot create an appointment for another user. 

The workaround to use Outlook or Gmail requires an email address which we do not have for many of our Leads. 

已于 2021年3月16日 发布 · Zak Wilkowski

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Zak Wilkowski 进行了评论,

评论Enriching your leads, contacts, and prospecting, with Sell Sales Engagement Tools (Reach)

How do we remove Reach from our Sell platform now we have decided it is not useful for us? 

查看评论 · 已于 2021年2月25日 发布 · Zak Wilkowski

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Zak Wilkowski 进行了评论,

评论Using email in Sell

Hi, is it possible to send an automated email when a Lead is converted to a Contact? 

查看评论 · 已于 2021年1月06日 发布 · Zak Wilkowski

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