Zendesk Sell Ideas

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  1. Company View

    It would be nice to have a company view of all the contacts in our CRM. Otherwise no one knows if someone is a customer or lead. This would cut down on the duplicates.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. smart list "last visit" option

    We site visit and/or service most of our customers without communication. It would be great if we could see how many days since "last visit" in the smart view. Perhaps associated with the last note made for the contact...?

    regards,
    Dan

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Email Sorting, Email Does or Does Not Contain: @text...

    Please improve the Email sorting feature. We have many contacts and we would like to be able to filter some thing like this:

    Email Does Not contain: @Gmail.com
    Email Contains: @Marketplace.Amazon.com

    And many more. This will allow our team to sort through emails that are potentially related to Businesses (@business.com), Schools (.edu), Military (.mil) and tons more options. This definitely should not be overlooked... it was one of the first things I tried to do when I imported all of our contacts.

    Currently, the only way to sort that I can find is alphabetically by first letter. We need to…

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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  4. "At-a-Glance" Action Overview

    Create an "at-a-glance" Action Overview box on the right-hand side above "Current Deals" box.

    This gives us the benefit of managing the overall plan for a prospect or customer for information that is not on a TASK level yet. Task are assigned with due dates.

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    0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Team Sales Goals

    It would seem that Sales Goals are managed by individual user. It would be nice if users from the same group could work towards a group Sales goal without it being split by team member. Ex: All of the Sales team members Won Deals flow into the same sales report and roll into the same goal...

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    0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
  6. Geolocation Notification

    I love your mobile app, but what would be even better is if I got a notification that I was near one of my accounts. Then when I click on the notification it would take me their account

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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  7. Email Contacts From Stages

    It shouldn't be hard to do, but have the ability to bulk email (the clients that have emails) customers from a particular stage. So for all of your WON clients, you can email them thanking them for 2012 business.

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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow to link Dropbox to Contacts

    We use this as a CRM, this we are uploading client docs into the contact tab. We ran out of the 2GB in two months. If you can't offer more storage for a monthly fee (without having to upgrade every user to $150/month) it would be great if we could seemlessly link to Dropbox or Google Drive from the Contacts page, rather than just the Deal page...

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Calendar prospect instead of appointment. Tentative status.

    I would like the feature of a calendar "prospect" (instead of appointment). Something with a "tentative" status.

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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  10. Map Merged IDs To Final ID

    When we merge a contact, the old ID doesn't map to the merged ID, which means that references to the old ID are now orphaned. Can you add a mapping table and an API hook please?

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. Have the Smartlist categorize by Company, not Contact

    When working on our contacts, the smartlist filters by the Contact. We work in Industry where the key-employees can change. Deals are associated by Company and then Client. It would be nice if the Smartlist reflected that as well.

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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. Showing Location of appointment on Calendar

    (In Calendar view) When arranging an appointment it would be good to see the location of an existing appointment (without opening it) so you can work out the best travelling time between appointments.

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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Creating Duplicate Deals

    We are able to duplicate and save Smartlists. We would like to duplicate, edit and save individual Deals in the same manner. It's becoming necessary, actually. So many of our deals have only minor differentiation's (value and Mile Post location change) that creating 5-10 Deals with the same info is causing our team to become bogged down with data entry.

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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  14. I need an auto capture/lead function for physical business cards.

    Text recognition of photo of physical business card.

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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add a "Play" button and "Open, Pending, Closed" function for emails just like Zendesk Support

    Zendesk support has the amazing "Play" feature that reduces clicks and load times when checking emails. Please consider adding this feature within Sell. If you can include the "Open, Pending, Closed" functions, that would also be very helpful.

    Thanks!

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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  16. Badge notifications for overdue tasks on the Base app

    Badge notifications for overdue tasks on the Base app

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    0 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
  17. Task due dates

    When I add a new task, the date is pre filled to today. Would like to be able to preset that date out, i.e. a week

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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  18. Paste Company address from iPhone app

    The older version of Base used to allow me to copy the Company address from my iPhone & paste it into my GPS. As you have now added Google maps it is no longer to perform this basic function; which saved me a great deal of time. While the G maps are funky - I cannot see the functional advantage - or is the intention to push towards G maps?

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    0 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tasks in iPad app Calendar

    How do I add my Base tasks to my baseb calendar on my iPad and iPhone, just the way I can see it on my Mac?

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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  20. Smartlist tagging, why not add A|B|C|D|E|F|G|H...

    When we acess smartlist tagging, It's so annoying to scroll down the thousands contacts that we have in hands...

    Is it possible to add on toolbar with alphabetic order letters?

    We would love that!

    Thank UUUUU

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