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dianakurth
已加入2021年10月16日
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最后活动2022年5月11日
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dianakurth 进行了评论,
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
查看评论 · 已于 2022年5月11日 发布 · dianakurth
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dianakurth 创建了一个帖子,
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?
已于 2022年4月05日 发布 · dianakurth
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dianakurth 进行了评论,
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
查看评论 · 已于 2022年3月10日 发布 · dianakurth
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dianakurth 进行了评论,
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! :)
查看评论 · 已于 2022年3月04日 发布 · dianakurth
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dianakurth 进行了评论,
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
查看评论 · 已于 2022年2月18日 发布 · dianakurth
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dianakurth 进行了评论,
Hi Dwight, thank you. This means indeed if changes <30 days you may see it.
But within an instance, even an admin cannot, right?
查看评论 · 已于 2021年12月07日 发布 · dianakurth
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dianakurth 进行了评论,
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
查看评论 · 已于 2021年12月07日 发布 · dianakurth
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dianakurth 创建了一个帖子,
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.
已于 2021年11月26日 发布 · dianakurth
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dianakurth 进行了评论,
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
查看评论 · 已于 2021年11月25日 发布 · dianakurth
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