Zendesk Sell Ideas

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  1. Categorise email templates

    It would be good to categorise email templates, e.g. deals, leads, contacts.

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. country code for Base users.

    Please add my country EGYPT to the list of country codes to active call record option

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

    Hi Ibrahim,

    Thanks for your support!
    We’ve added Egypt to that list now.

    Hope this helps!
    Best regards,

  3. affiliate partner program for clients sending referrals

    I want my clients to have an exclusive link that I can generate through BASE. My clients can send the link to family & friends to fill out my quote form and I will pay a referral fee. All referrals can be tracked back to source based on affiliate link generated. Reports for clients sending the most referrals can be generated through base analytics.

    1 vote
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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  4. Send an email notification for tasks to the person the task is assigned to.

    Send an email notification for tasks to the person the task is assigned to.

    1 vote
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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add a report for tasks

    Hello,

    We would like to see a report section created for sales rep tasks. Various reports would show the number of tasks complete, missed and/or moved. Also, it would be great to see the number of tasks created for the following week. We require all sales rep to have 75+ tasks created before closing out on Fridays.

    Best,
    Tyler Holliday

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  6. Table-View for Leads and Contacts

    Please improve the Leads- and Contact-View by using a standard table layout. The big font and the mouseover contact information isn't as clearly arranged as a normal table, spreadsheet style.

    Thanks

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  7. General Document Database

    It would be nice to have a general document hosting from within base, at least for small storage. I know this can be accomplished with google integrations, but simplicity is always best.
    For example, instead of manually uploading a document for each contact or deal, one user can upload marketing documents to the team and the team can pull those documents to add them into each deal from within base.

    1 vote
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    0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
  8. Stages for prospects

    Deal flow can be staged nicely, but there are also stages that prospects go through before they get to the deal stage.

    1 vote
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    0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
  9. deals screen

    when i go on DEALS, would be great if it keeps memory of my preferences about the STAGE VIEW or ACTIVE DEALS VIEW

    1 vote
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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  10. Deleted Leads stored

    I need to delete LEADS but i dont want to loose them forever. It would be good if you had the option of hiding leads. I have tried to do this by setting categories i.e. ACTIVE and WITHDRAWN however this is cumbersome and risky because if i forget to assign ACTIVE then i dont see them either etc etc. In short a way to refer back to deleted leads.

    1 vote
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    0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
  11. 1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  12. Document Storage Limits Based on Total # of Users not Individual Owner's

    The "per user" document storage limit is ridiculous. Our license is for 5 users which allows for 2GB per user for a total of 10GB. The storage limit should be based on the total per account NOT per user.

    In our case, one individual in our company processes orders, uses the document storage and has thus maxed out her "per user" storage limit. Other account owner's barely use theirs yet we are being told we need to upgrade our license from $15 per user per month to $75! There's NO way we will make that financial jump just to add…

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  mark.stagi responded

    Hello,

    Sorry for the confusion here. The storage is per account so in your example if you have 5 users with 2GB each user the total storage for the account is 10GB and can be all used up by 1 person if needed.

  13. Include a date format setting in settings

    Outside of the US, only incremental or decrementing date formats are used (dd/mm/yyyy or yyyy/mm/dd). It would help to have those settings available as choice in set-up.
    The person that suggested this programme to me stated that his company could not use Base for exactly that reason...

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

    Hi Marc,

    And I’m happy to let you know this setting is already available, though I admit, perhaps not the easiest to find.
    When you set your time format (i.e. 24 or 12-hour clock), this also sets the date. 24-hour clock gives you dd/mm/yyyy, while the 12-hour clock sets the US date format.

    Hope this helps, and thanks for your feedback!

    Best,
    Raf

  14. Strike up a partnership with Google...

    I would love to see my Google Calendar within Base desktop app. I hate switching back and forth ALL FREAKING DAY LONG! I love Base and I love Google Calendar. Please get together and have a beautiful baby. Thanks guys!

    1 vote
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    1 comment  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  15. User pictures should push from Gravatar as well

    Admin and user gravatar images should push / integrate into Base as well.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  16. Need to be able to add a task from the deal screen

    Need to be able to add a task from the deal screen so you don't have to first go to tasks and then assosiate with a contact.

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

    Hi Tyler,

    Thanks for your feedback. I’m happy to say that’s already possible – on a deal’s page, you can add a task by clicking the “+” button in the Tasks section of the right-hand column:http://take.ms/IAPCzP.

    Best wishes,
    Raf

  17. last activity -

    i like it a lot. It would be great if you could sort the list of people buy last activity - ascending with last contacted at bottom.

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

    Hi Eric,

    Thanks for the feedback!
    I’m happy to say that’s very much available already – you can select ascending or descending sorting by clicking the ⩓ sign next to the menu that lets you select the sorting method.

    Hope this helps!
    Best wishes,

  18. editing a contact and completing

    if i edit a contact and come back to the list, should take me where I was and not to the top

    1 vote
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    completed  ·  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  19. Create a Task directly from Call Summary

    The new Android app has dropped a feature in the call summary that I used to use a lot....Create a Task directly from the call summary screen. Unless I can't see it on my phone (Samsung GS3), it appears this option has gone. Could we have it back please!

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    completed  ·  2 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
  20. Task update area website version and android mobile/tablet application...Oh and Iphone.

    Small idea that I think will work big. Instead of having a task disappear from the pool of tasks to do. Have it simply crossed out with a line after its been deemed completed & have the option for the user to delete from that pool viewing area.

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    completed  ·  0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
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