Zendesk Sell Ideas

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  1. To be notified on the web version when a call is missed

    Currently there is no notification on the homepage when a call is missed, it only appears on the activity feed. Surely it can't be too troublesome to add a notification so any missed calls are picked up quicker.

    25 votes
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  2. Filter by tags using `AND`

    Currently filtering by tags uses a `OR` operator. This means that if you filter all deals by two tags, for example, `Soccer` and `Youth`, you will get **all** deals that have the `Soccer` tag or the `Youth` tag.

    To illustrate this example, say you have 50 deals that are tagged `Soccer`, and 50 deals that are tagged `Youth`, and 25 of them overlap. You will get all 75 deals returned in your filter.

    With the `AND` operator, you could create a filter to see the 25 deals that contain both `Soccer` and `Youth` tags!

    6 votes
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  3. Pin notes to top of feed on contact page

    Allow the option to "pin" a note on the contact page to keep it at the top of the feed at all times (similar to pinning a Tweet/post on social media). There are crucial notes & customer info that is difficult to make obvious and clear to all users. These notes get buried at the bottom of the feed. If you use Tags, it is just not prominent enough for someone to notice easily.

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  4. Create a managers view

    my sales reps are required to have their calendar filled out each week. It would be great for me to be able to see what is on their calendar at a glance. I can see them in outlook but the tasks don't show up in outlook.

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  5. Keep lead source when coverting to contact and business

    For leads, it is possible to specify a lead source. If a lead is transferred to a contact, this information is lost. According to my understanding, the lead source should be passed on from the lead to the contact to the business.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  6. Option to receive email notifications for text messages

    Receive an email notification whenever a lead/contact sends a text message. Right now, I need to open up the Communication Tab for a manual review of any texts sent throughout the day or be actively on Zendesk when the text is sent to see a notification.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Showing Location of appointment on Calendar

    (In Calendar view) When arranging an appointment it would be good to see the location of an existing appointment (without opening it) so you can work out the best travelling time between appointments.

    1 vote
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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Display leads, contacts and businesses on map (Desktop)

    The display of leads, contacts and businesses on a map should also work with the desktop solution.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. View photos of contacts

    It'd be great if you could see photos of contacts. A synchronization between ZenDesk Sell and Outlook contacts should still be possible (including photo).

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow color-coding in the calendar

    We don't use the calendar inside of zendesk, but we WOULD if it would sync up with the color-coding that we use in gmail.

    1 vote
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  11. See all leads for users

    Any user should be able to see all leads so that they can cherry pick-up the leads otherwise leads have to be affected by a responsible which is not always appropriate.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  12. simplify terms of service

    A 16 Page 30.000! character long Terms of Service document for this service; to improve YOUR service. This does not bode well. Maybe you would more feedback, if you would simplify this process ;)

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  13. More flexible Filters

    For example if you want to filter Leads or Contacts that have nerver been contacted AND have not been contacted for over 100 days you have to make 2 "smart" lists.

    please allow more customisation of the filters to make smarter lists. This issue continues allmost throughout the eintire program. For example in the Tasks menue you can't simply remove one filter. You only have the option to nuke the entire list.

    3 votes
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to delete one Filter

    One should not have to nuke the entire liste of filters. Please add a button to remove them individualy.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  15. Ability to set default value for `Email conversation visible` value (from `None` to `All)

    If you would like your coworkers to see the emails you send to a contact, you must manually reassign the `Email conversation visible` setting on each deal. Yuk!

    1 vote
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    0 comments  ·  Setup  ·  Flag idea as inappropriate…  ·  Admin →
  16. Editable Lead Add date

    Right now any imported leads are registered as created on the date they are added. If you have older records you want added with a prior date, there is no way to backdate/edit the add date. This becomes a problem as the leads are initially sorted by add date.

    To address this, it would be helpful to be able to change the date a lead is added.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  17. Business Card Reader?

    Can you tell me if you have a business card reader/scanner mobile app that you integrate with to speed up the entry of contact data?

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  18. Link Base Tasks to Outlook Calendar

    This would be extremely helpful to our organization. Is this something doable? Thanks!

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Make it a Google integrated app

    There is not single sign on capability. We originally purchased Base because it was listed as a Goolge apps integrated app. If it does not recognize a Google sign in, it is not integrated.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  20. Make your email work properly

    My idea is that you make it to where the functions work as they are suppose to work.

    I just highlighted a section that was underlined and clicked the underline button.Chaos ensued. I would need all the characters of all the alphabets to describe how difficult it is to use email. Let alone if you want to have something in bold or underlined and don't want everything to be bold or underlined (it kinda takes away from the impact of writing in bold or underlining).

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
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