Zendesk Sell Ideas

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  1. Sort contacts by revenue

    We need to be able to sort our contact list by 'revenue' to make sure that we're keeping in constant contact with our best customers.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Find all duplicates

    We are always merging duplicates, mainly because we do not have a tool that we can identify how many duplicates we have in the 1st place.

    3 votes
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  3. Instagram

    I saw that you allow for FB and Twittter details to be entered when a lead is created. This gives a very convenient icon on the left hand coloumn that transfers when a lead is converted into a contact.
    Can you do the same for Instagram as i'm using BaseCRM to track deal with personalities who have a big Instagram presence.

    3 votes
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  4. Contact smart list: Filter based on Associated Company Attributes

    Be able to filter a smart list of Contacts based on the Company field that the contact belongs to.

    We have created a number of custom fields are related to the Company card and should dynamically relate to the employees, but I can't build a smart report from that relationship.

    3 votes
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    2 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a new field available in contacts: Last note made

    It would be really great to have a field available to add for last note made. That way when you open contacts you can scroll straight down and see the last note you made for each person on the right without having to go in and out of each contact.
    Thanks

    3 votes
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  6. Contact/lead templates

    I frequently need to create contacts and leads that all follow the same pattern for some reason. E.g. users of one of our product will all have the same tags and source when added as leads. People we meet at a conference will all have the same tags.

    I'd like to have a way to create contacts and leads in a way where some of their data is pre-filled, like the mentioned tags and lead source. I'd call this templates, like I could have an "Our product's user" lead template.

    3 votes
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  7. matching duplicates as they are being entered

    Can possible duplicates be shown while they are being entered? For example, I am in the contact tab entering a new person - I put in the name John Smith, phone number 123-123-1223, email address jsmith@ABCcompany.net. Can Sell start doing a search in my existing contacts to see if I already have someone set up with that criteria or part of that criteria and notify me before I finish? Have a window that comes up that says possible duplicate in your system and show the information.

    3 votes
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  8. Filter ranges

    When making smart lists and such it would be great if you could add ranges. For example we have added values for number of employees and annual revenue on all companies in our database. Would be great to make lists depending on ranges in those numbers.

    3 votes
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  9. 3 votes
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  10. Preserve Reach Fields in Base CRM

    There are fields in Reach like Business Type and Employee Size that arent in Base unless i custom create them. when i move a company from Reach to Base i would like that data preserved for the company i am importing.

    3 votes
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  11. Contact Info Smart Import

    Create a Smart Import field to copy and paste all contact information from a person, an automatically locate fields like:


    • Company

    • Email

    • Phone number

    • First Name - Last Name

    • Address

    • LinkedIn URL

    • Website

    • Etc.

    3 votes
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  12. Allow Contacts to be associated with multiple companies

    I deal in the medical field and doctors can practice in multiple locations. I know this could be a tough road but there has to be a better way then entering contact information 4 times for each of their locations

    2 votes
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Contact Photos

    I know there is an option to add photos from their social media I believe, but I don't not link their social media. And besides, As I am a dog training business, I post photos of the canine vs the owner. Being able to customize what is actualy displayed on the contact, maybe like drag and drop of at least the options that are currently offered. Maybe different display options for mobile and desktop. Ive seen more visually pleasing CRM's but yet have found one comprehensive as Base.

    2 votes
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  14. Bulk update

    Bulk update of a field, notes for instance, with a comment.
    Need to know when emails sent for smartlist through Mailchimp
    Tags not an option.

    2 votes
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  15. make state and country auto respond to a standard setting

    IM TIRED OF IMPUTTING MY SAME STATE AND COUNTRY EVERY TIME I ONLY WORK LOCALLY !!!!!!

    1 vote
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  16. Filter Contact by their phone number and email addresses

    Being able to view all your contacts with a field to filter what their phone number and email address is would be helpful when someone would need to export a "Contact List". It could also help find those customers without that specific information in their contact so someone could find them all at once and go back to reach out and obtain that info from the customers. At this point a person would have to go into each individual contact to find their phone and email and it is time consuming.

    1 vote
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  17. 1 vote
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  18. Tab Key to Scroll Through Address Fields

    It would be very convenient if, when entering contact address information, hitting the tab key on my keyboard would take me to the next field of the address information, instead of taking me through the fields on the lefthand column of the window. Right now, hitting tab takes me from "street" to "billing street" to "shipping street" to "customer status." It would be better if hitting the tab key took me from "street" to "city."

    1 vote
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  19. Contact and List

    Is there a way for he MC's to view all leads and contacts yet without me having to print a master list?

    1 vote
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  20. (numerical representation) of child companies

    Overall this suggestion has been already realized with the huge appreciated update to the parental hierarchy.

    However it would be useful - under the breakdown of children companies underneath the main parent company to indicate possible by numbers ex. 1,2,3 etc... the amount of additional child companies underneath a department. IE - organizations that have 2 or more branch offs from the main parent company.

    1 vote
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