Zendesk Sell Ideas

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  1. Map out multiple contacts in Google Maps

    Display several contacts at once mapped out in Google Maps.

    124 votes
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    13 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  2. Map out Leads and Deals in Google Maps

    Similar to a previous suggestion, in addition to Contacts that are mapped out in Google Maps, mapping out visually the location of Leads as well as Deals according to their stage would be 'very' helpful. Google Maps puts all saved locations as Gold Stars, but being able to assign different colors would make it a lot easier how many Leads are in a certain geographic area or Deals at a certain stage.

    To give some insight, I currently, manually type in each of my Leads into Google Maps and can see them all with the Stars. I use this a…

    38 votes
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    2 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  3. add geolocation to deals, for contacts with multiple locations

    I have clients that have jobs going on in different locations. as of now the geolocation is tied to a contacts address. Instead of or in addition to. add geolocation to deals. have an area for address in deals. Otherwise you have to create multiple contacts for the same person to show all locations. this also means you have to reenter the contacts info multiple times as a different contact.

    23 votes
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    0 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  4. Point of Sale Map with Customer Information

    Utilizing for door to door sales. Sales teams are assigned map areas. It would be great for each salesman to log in and view their sales in the area with a drop pin on a map. Selecting the drop pin would show customer information and utilize a nav client to give them directions if necessary. Section could be called my sales viewer starting with a map and mulitple drop pin locations. This would help us view the better areas and help customer service.

    20 votes
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    2 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  5. View geo location functionality on the web

    View geo location functionality on the web

    18 votes
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    1 comment  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  6. Google app: add "Add lead" button to google apps email plugin

    Currently google app allow you to add contact straight from gmail but than you can add deal, task etc for existing code.

    But there is no way to quickly add lead from an email.
    So I propose to add "Add lead" button
    1) first when there is no Contact and no lead in base
    2) and when there is already contact but I want to create lead (so than I can tie tasks, reminders etc for it - it not yet a deal)

    18 votes
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    0 comments  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  7. Log a Visit for a Contact

    I see how we can enable our reps to log a visit with a lead, but it does not appear to be possible to log a visit with a contact. It would be great to be able to log visits with existing contacts. Our team reaches out in person to our contacts a few times per year. The only thing they can do now is add a note which helps, but it would be great if they could log the visit as well.

    14 votes
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    1 comment  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  8. Ability to turn off the cluster view of leads/contacts on map (or define the distance)

    As a mobile field rep the cluster view (eg 10+) often gets in the way of seeing where the actual leads/contacts are. Please give the ability to turn this off or allow us to define the distance by which the leads are grouped together.

    13 votes
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    1 comment  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  9. GPS Tagged Locations

    In Canada most locations in a rural setting use PO boxes for they're addresses, the ability to be able to MARK a location instantly with your phone's GPS would remove the need to enter it manually (even in the US) and allow companies like ours to add these locations which are otherwise UN-ENTERABLE (which faults the software and lends itself useless). If each BASE account has cloud storage for saving these geolocations then something like this should be a breeze. On the permissions side, the admin would obviously be able to grant such permissions to certain users.

    11 votes
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  10. Include longitude and latitude coordinates in GPS mapping

    Include longitude and latitude coordinates in GPS mapping

    6 votes
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    1 comment  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  11. Filter deals by countries/states?

    Could you implement a way to filter deals by countries / states? This way we could quickly assess the number of current deals we have for each country.

    5 votes
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  12. Adjust date of visits

    When a user misses logging visits there is currently no way to change the date of a visit to reflect the actual date of the visit after the fact - which then throws off date based reporting on visits. Please implement a way to backdate a visit to the appropriate date to facilitate proper reporting and tracking.

    4 votes
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  13. map view on Base website

    This needs a map view on the website for easier planning ahead of the days sales calls.

    4 votes
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    1 comment  ·  Visits  ·  Flag idea as inappropriate…  ·  Admin →
  14. Visit Filters in Web Version

    Filters based on visits (date of last visit; result of last visit) are available on the mobile app, but not on the Web version. This also means that smart lists saved on mobile that include visit fields are wrong when accessed on web version.

    We should be able to filter on all the same fields in both locations for consistency and ability to use full functionality.

    3 votes
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  15. Multistop route planning for the sales reps

    It would be great to have that option both as desktop and mobile, based for example on google maps which after account log in provide user with 10 stops available- it´s not a lot but surely wort concidering.

    2 votes
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  16. Link tasks and visits outcomes

    Some customers are asking to possibly create a task for a visit and as you register a visit outcome it automatically updates the task as finished.

    This can increase teams that plan and use tasks more intensivelly.

    2 votes
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  17. 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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