Zendesk Sell Ideas

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  1. Viewing Email Attachmets on Zendesk Sell App

    Would be very helpful to be able to view previous attachments in email from the Zendesk Sell App.

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  2. Need financial fields

    Need custom fields that allow dollar amounts to be entered in leads. I.e. $10,500,000. I would also like to be able to filter and sort by these figures. For instance, as a morgage banker - I need to enter loan amounts - this is completely different than my potential revenue.

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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
    Rafal Ociepa responded

    Hi,
    You can mark any custom field as filterable in the custom fields settings. I think this might cover some of the needs you mention here?

    Thanks for the suggestion,

  3. Add "Last N days" to date filter

    We do sales team catch up every week on Thursday. I'd like to be able to go through all the leads that have had activity in the last 7 days. Unfortunately, I can't pick "Last 7 day" in Moving filter. "Last week" or "This week" don't cover the range I need.

    Is this additional option something you could add?

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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.

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    0 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  5. Whatsapp Integration

    It will be amazing if Base is giving the possibility to integrate whatsapp to Whatsapp Web dashbord so the system is detecting automatically if the Lead has whatsapp conection and if it has, being possible to start a conversation with Only one click.

    Also being possible to track the converstion in the page, of course.

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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  6. Filter on last email comments

    Filter on last email comments when I am creating a spreadsheet of a list of active clients we are currently tracking I can see what was the last communication notes

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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  7. Rep Performance Dashboard comparison

    I would like the Rep Performance Dashboard to have the ability to remove the 'comparison' feature - i.e. each rep has their own dashboard without being compared to each other - for some reason the report won't allow me to remove all the comparison ticks?

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  8. Significantly improve customer service

    Add a 1-800 number on the site to enable immediate access to assistance for customers. Response time to the ZenDesk ticket system is terrible. I have submitted 4 tickets in the past 4 days and have yet to receive a response. Is the ticketing system broken? Or is Base just severely understaffed?

    1 vote
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  9. Add base voice number to display on call notes

    When I was operating a shoretel phone, it displayed my business phone number on the screen at all times. This was really helpful during a call because I didn't have to worry about memorizing and not forgetting the number - I could just look down and read it. Might be helpful to just add "My Base #: xxx-xxx-xxxx" to the bottom of the screen during live calls, for reference when leaving voicemails etc

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

    Create customer link is broken

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  11. Track first time communication with Contacts

    Have a report that tracks the effectiveness of first time communication with Contacts

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  12. Have the same MAP

    I would like to have the same map as the application mobile, in the computer. Do you think it's possible ?

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  13. Deleting recurring appointments

    Being able to delete the whole range of appointments in Base calender after they are synced with Base calender (e.g. when source is Google Agenda). Currently Base doesn't recognize this as recurring appointments so you have to delete them one by one.

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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  14. Make a better Dashboard

    There's lots of information & it's hard to clearly identify the different types of information. Maybe a divider between them. Also a bit of graphics won't hurt. I'm not [just] talking about making it customizable. First the basic look needs to be improved. There's lots of Dashboard examples used by your competition if you want to compare.

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  15. Displaying time in lead destination

    Hi there, We are calling leads all around the word so I was wondering if there was a way to have the local time displayed on the lead?

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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  16. EDITOR

    Hello can you add new function in "notes"? I mean about HTML editor when we write a note. It would be very helpfull.

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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  17. Make Quick Links sortable

    Like the title states, Quick Links should be sortable alphabetically at a bare minimum, and possibly by time entered as an alternative.

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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  18. Choppy Phone Calls with GOOD INTERNET

    Hi, I am experiencing extremely choppy phone calls in BASE throughout our work database even though I have very good internet. Any thoughts as to why this may be occurring. Are there SOUND SETTINGS inside the BASE system?

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    1 comment  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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  20. Ability to change column width on smart lists

    It would be great if it was possible to change the column width of smart lists so that you can optimize the layout.

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