Zendesk Sell Ideas

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  1. Custom fields and/or filtered lists

    I would like to export specific tags/contacts with the ability to select fields to be exported (check the box).

    1 vote
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    0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi,
    Thanks for your support!
    I’m happy to say that you can export your custom smart lists for leads and deals, with contacts coming soon.

    Thank you for your feedback!

  2. add contacts to a deal

    Hi, I'd like to associate 20 contacts or leads with a deal, and bang them out as I go down the list. For example, I have 50 leads for a $5 million financing of our company and want to assign tasks, follow ups, to do's for our deal team members associated with completing that particular deal. Again, I want my own 50 contacts / leads to be added to that deal, and the other collaborators contacts / leads as well so we can see what each other is doing for their set of leads associated with the dame deal.

    1 vote
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    1 comment  ·  Collaboration  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Jeff,

    Thanks for posting!
    I’ve taken the liberty to update the post title, in line with your comment.

    You certainly should be able to add contacts to a deal. Can I ask you to contact us at support (getbase.com/company/contact), so that our team can discuss this issue with you and help out?

    Best regards,

  3. allow email reply to all

    When I get an email with more than one person CC'd, I need to be able to "reply to all".

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  4. 1 vote
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    0 comments  ·  Import  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi,
    Thanks for getting in touch!
    You can add a separate column for the data source, and map it to a custom field upon import. This will import the data to Base and associate it with the relevant contact.

    I hope this helps!

  5. Email notifications for New Leads that are added via lead capture

    Currently if you get a new lead there is no way to know about it unless you check manually. By creating email notifications for new leads added via lead capture, users can improve there follow up turnaround time.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  6. Tasks enhancements

    We must be able to include in the sales pipeline tasks, reference to a contact if needed, so that if we open the contact we can see the tasks related to him and to the deal.
    Also we should have prioritization of the tasks and filtering of tasks.
    Sub tasks of milestone tasks would be great to have.

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

    The Tasks are now showing on the Lead/Contact/Deal card of the record they’re connected to.

    Due to a low level of demand we are not looking at introducing sub-tasks or milestone tasks at this time. Tasks were made as a simple reminder functionality in Base.

  7. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Franco,

    When you sign in to the forum, you can click on your name (http://take.ms/yoct5) – that link will take you to a page that shows all the ideas you’ve posted and voted on.

    Hope this helps!

  8. Sign-in with Google

    Integrate the "sign-in with google" so we leverage our existing Google apps logins;

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  9. Please create an option within the export feature to include an additional column to sort data by Customer Status. This is critical for our

    Please create an option within the export feature to include an additional column to sort data by Customer Status. This is critical for our business going into 2014. We have marked all previous clients as past and all current customers for the upcoming 2015 year to current.
    Thanks!

    1 vote
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    completed  ·  0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
  10. 1 vote
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    0 comments  ·  Import  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi,

    Thanks for posting!
    Could you verify that the csv file’s text encoding is set to UTF-8?
    If you have any questions, feel free to contact our support team (getbase.com/company/contact).

    Best regards,

  11. Sort corporate leads, accounts and contacts

    As a B2B company we do not want nor do we need persons and would love to be able to just show corporate cards. Actual persons should only be linked to companies where they are employed. But the lead is the company, the contact is the company with the employed person as a sub-contact, and the account should be a company.

    We do not make a deal with a person but always with a company and even if our contact there is a person we are interested in tracking the companies.

    There used to be a feature on sorting contacts…

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Fredrik,

    Thanks for posting!
    This filter is available on contacts (http://take.ms/3o8im). For leads, you can fill out the “Company name” field and leave the first name and last name blank.

    Hope this helps!

    Best regards,

  12. Custom contact view

    Ability to display an excel/table-like list of contacts or leads with customizable fields. PipelineDeals has this type of layout. You can create and save specific filters as you need them which display different columns of information. This makes the process so much easier when you are looking through leads or contacts.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. The ability to track emails based on number of opens and clicks

    Would like the ability to sort email tracking to be able to see who has opened the emails (the most) and clicks on links as well.

    5 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. e-mails templates for LEADS also

    Using templates would also be very useful for Leads, and not only contacts or deals. Thanks!

    3 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Arnau,

    Email templates are also available for leads – you can use them from the email compose window.
    I hope this helps!

    Best regards,

  15. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  16. Mongolian currency (MNT)

    I would like to use Mongolian currency.
    it is possible or ?

    it is link about Mongolian currency.
    http://www.xe.com/currency/mnt-mongolian-tughrik

    Thank you for attention.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Tuguldur,

    Thanks for getting in touch!
    We’ve just added the tugrik to our selectable currency list.

    I hope this helps!

  17. Abilty to sort leads by industry sector

    Currently there is no functionality allowing users to sort by industry sector. This is essential in organisations where sales people are sector-specific and the addition would make assigning leads a lot faster. Tagging each lead individually is too time consuming. Thanks

    6 votes
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    1 comment  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  18. Change Base Phone number

    I will like to change the Base Phone number I've chosen. How can this be done?

    3 votes
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    1 comment  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Brittany,

    Thanks for getting in touch!
    We’ve enabled your account to select a new Voice number.

    I hope this helps, and let us know if you have any further questions!

    Best regards,

  19. Email can responses

    Would like to know when there will be email can responses for the iphone app? The app is such a big part of the service I use and a my business partners use and we love it but it needs this option.

    1 vote
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    1 comment  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi all,

    Thanks for your feedback!
    The email templates are now available on both web and mobile.

    Hope this helps!

  20. Email Branding

    Having the ability to insert a brand logo or image and being able to adjust the size would be extremely beneficial to reinforce your brand. The option of having to FIND a logo on the internet with an associated URL is impractical and makes it difficult to control your brand image.

    Implementing the ability to simply add a photo from your computer or drive would be much easier and user-friendly.

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Walter,

    You can paste an image directly in the signature formatting settings – it might require slight tweaking in some cases, but it works.

    Hope this helps!

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