Zendesk Sell Ideas

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  1. Offering some basic activity reports for Professional level license!

    Since when was this 'Enterprise' Level functionality?
    $59 for Professional license and in order to get basic activity reporting have to pay $125 per user.
    The whole report section is useless at Pro level, just used as up-selling - might as well remove access to it altogether.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Calendar Invitation to miltiple contacts

    I would like to send an invitation to all the individuals that have I have deals with. I want to send them to a multiple contacts and make sure they they do not see one another email addresses.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  3. New deal with collection of tasks

    When new deal is created, a predefined set of tasks is created.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  4. Ability to edit CNA notes

    When you log a visit on your phone, normally you are using voice to text. When you get back to the office and see that the voice to text failed you, there's not an easy way to edit your notes and correct things.

    1 vote
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    0 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  5. My search bar is minimized

    Hi, can you help me? My search bar on my laptop for Zendesk Sell is minimized and I can't type in things to search-but on my desktop it's ok.

    Please help

    1 vote
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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  6. Make Estimate #'s and Invoice #s the same

    Every estimate that we generate has a number associated with it, when we create an invoice, it creates a different number. It would be so much easier for me and my team if the estimate number and the invoice numbers matched. Estimate #1023 and Invoice #1023 are the same. Right now, I'm having to store estimate numbers as a custom field in our CRM, so that when an invoice is created I have to find the estimate number so that it can update that card and object in my CRM.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Have "Referral" as an option when putting in the source for a lead

    Have "Referral" as an option when putting in the source for a lead

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  8. REOCURRING TASKS

    This is the most important feature that this CRM is missing. I have a database of 2000+, I want to call each one every 90 days, and mail them a card exactly 4 days before their actual birthday. Right now, I have to go to each contact and individually schedule all of these tasks out. Super time consuming, and making me look for a better CRM option for this.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  9. I need an auto capture/lead function for physical business cards.

    Text recognition of photo of physical business card.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Create Customer

    Create customer link is broken

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Bug with Google Calendar

    Hello!
    We noticed a bug with your calendar, here're the steps to reproduce:
    1. add a new one day lasting date with eg. Thunderbird or on google.com
    2. now change that date in Zendesk's calendar from whole day lasting to a specific time, eg. 2:00-3:00pm
    3. The date isn't updated on thunderbird or google.com, only in Zendesk

    thx and best regards

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  12. Recurring Meetings: Only Show Next Occurence

    If a meeting is scheduled to repeat weekly for X amount of times, it will create X many calendar events in the contact card, which can distort page size. Repeat calendar events should be limited to next occurence only.

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  13. Add ability to geo map tasks so you can see your tasks on a map.

    It would be great to see your tasks on a map. I use the task function a my daily route planner. If I was able to see them on a geo map I would be more efficient in making my onsite calls.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  14. Print

    Would be incredibly nice to be able to export to print vs. only into excel. Too cumbersome & laborious to add the extra steps of exporting and then formatting within excel.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  15. color coding tasks

    It would be great if we were able to color code tasks. I have soo many outstanding tasks simply because it is really hard to sort through what is important and what is not

    3 votes
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  16. Mapping

    Need pins to utilize Lattitude & longitude. In new residential construction areas the mapping doesn't work since the streets are not maped. When you try and drop a pin in these areas you never know where the pin is going to show up.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Whatsapp Integration

    Communication with customers occurs more and more via Whatsapp and Facebook Messenger for example, it would be great if you can integrate this channels, there are other CRM Apps that are doing it such as ZOHO CRM.

    1 vote
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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  18. Due date for tasks

    We should be able to multi select due date for tasks. Example: Over due and next 7 days.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Meeting integration with online systems, GoToMeeting, Skype etc.

    We use on line meetings a lot with our customers. I would like to set up a meeting directly from my CRM with an on line meeting platform.
    Like you can do in HubSpot.

    1 vote
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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  20. Limit Tasks Per Day

    Time and again, our sales reps come across days that have more tasks than they are capable of completing. By having a setting that lets each rep set a limit of tasks per day, they'll no long run into the issue of assigning too many tasks on any given day.

    Example: I set a limit of 10 tasks per day. Later on, I'm about to assign as task to a day that has 10 tasks already... the date is greyed out. If this task for some reason needs to be on this day, you can check a box that let's…

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