Rafal Ociepa

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      3 comments  ·  Zendesk Sell Ideas » Contacts  ·  Flag idea as inappropriate…  ·  Admin →
      Rafal Ociepa responded

      Thanks for posting!

      While the Google Contacts Integration currently supports the main email address for each contact, you can use email-type custom fields to add multiple email addresses per each contact or lead. These are recognized in the same way as the main address – you can send emails to them, and messages from those addresses will be visible on the contact’s page.

      I hope this helps!

      Best regards,

      Rafal Ociepa commented  · 

      Hi Glen,

      Thank you for the comment.
      The idea is not closed – it's open for voting.
      That said, it does involve two separate points: handling multiple email addresses and syncing the full set of data to Google Contacts.

      The part of the suggestion that concerns syncing multiple email addresses (and other custom fields) to Google Contacts is indeed something we have yet to introduce.
      However, you are entirely able to use multiple email addresses for a single contact (or lead). This part of the idea is completed. Nonetheless, the core of the suggestion here is for us to sync the full compliment of data to Google. And hence, the idea is not closed.

      I hope this clears things up somewhat!
      Thanks,
      Raf

    • 1,042 votes
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        94 comments  ·  Zendesk Sell Ideas » Sales Management  ·  Flag idea as inappropriate…  ·  Admin →

        Big thanks for sharing your feedback!

        We agree this is a much needed feature and want to figure out how we can get this on the roadmap ASAP. It’s under review and we’ll be sure to let you know once we’ve made progress on better managing recurring revenue in Base.

        Cheers,
        Base Support

        Rafal Ociepa commented  · 

        Hi @Alistair,

        At the moment, this is still part of our long-term plans. We're currently working on a number of projects that we intend to complete before we lay out this feature in detail.

        Thanks for your continued support!

      • 38 votes
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          4 comments  ·  Zendesk Sell Ideas » Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
          started  ·  Rafal Ociepa responded

          Hi Nick, all

          Thanks for posting!
          When you convert a lead and opt to create a deal, the activity history is divided between the deal and the contact, in the following way:
          notes are assigned to the deal, to make it easy to track the history in the deal;
          emails are assigned to the contact – and emails newer than the deal will be visible in the deal, too;
          calls are assigned to both contact and deal.

          If that’s not the case for you, please contact us at support, and we’ll be happy to check things out.

          Thanks, and best regards,

          Rafal Ociepa commented  · 

          Hi Nick,
          Thanks. We don't have a "partially completed" status, so I'll mark this a Started for the time being – is that ok?
          Calls and notes are transferred to the deal; so it's only emails that aren't transferred automatically. If you don't mind, I'd like to create a separate idea for emails, to keep things clearer. Would that be fine with you?

          Best,

        • 15 votes
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            4 comments  ·  Zendesk Sell Ideas » Email  ·  Flag idea as inappropriate…  ·  Admin →
            Rafal Ociepa commented  · 

            Thanks for the suggestion, Glenn!

            Will – at the moment, there's a single address for all contacts (the email is automatically assigned based on the contact's email address), but each deal has a unique dropbox address – that's a way for us to determine, which deal you want to attach the email to.

            Hope this helps!

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