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Jose Walsh

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Activity overview

Latest activity by Jose Walsh
  • Jose Walsh commented,
    1. Community
    2. CRM
    3. CRM Pipeline sorting

    Other ideas for CRM pipeline sorting: Stage-based sorting Date-based sorting Owner-based sorting Priority-based sorting Revenue-based sorting Your way might be a solution, but it will work only i...

  • Jose Walsh commented,
    1. Community
    2. CRM
    3. Workflow Automation

    Newbie here. How to create a personalized email? Does zendesk.com have samples? Also, I wanted to ask if the personalized emails impact the CRM data enrichment. For example, to track open rates, cl...