Zendesk Sell Ideas

Hello! We will be using Zendesk's Community Product Feedback forum going forward to aggregate and track feedback for Zendesk Sell. We will be keeping this site as read only so we don't lose the previous feedback. Thank you for all the feedback over the years and we look forward to your feedback in our Sell Community.
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  1. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  3. Logging in using password manager (1Password) stopped working

    I used to be able to log in using my 1Password password manager but since a few months back the login page just loops back to another login page instead of taking me through to my account. This is using the latest versions of Chrome, 1Password and Windows. I'm forced now to let my browser remember my password which I never do normally. Please make sure your login procedure is 1Password compliant.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. Able to group customers to locations

    I have many customers with different companies that work at different locations. Is there a way to put in a tab called a "site location" under contacts that I can assign contacts to. ( my customers move sites periodically depending on the work, so this will help me track where my customers are by locations)

    That way I can pull up a site location and it will list for me all of the contacts currently at that site.

    if you could have someone call me to discuss i can describe in better detail what i am looking for.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. pickup the god damn phone and stop fucking overcharging me every month

    pickup the god damn phone and stop fucking overcharging me every month

    1 vote
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  6. Filters able to use OR and not always AND

    In Zendesk Sell, AT the moment, when you add filters to create a list, each filter is added on to the other. For example the customer must be 'in London' AND 'in Birmingham'.
    It would be beneficial to filter it that the customer location is 'in London' OR 'in Birmingham' to show a list with customers in both Citys

    1 vote
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  7. Ability pre-populate deal fields with contact fields when creating a deal

    Bring select data from contact into a deal. This would allow sales to understand contact characteristics that impact deal trajectory.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  8. Zmiana danych do faktury - brak informacji w help center

    Proszę o kontakt w celu zmiany adresu do faktur w Sell - nie znalazłem informacji jak to zrobić w waszym help Center. Po aktualizacji karty kredytowej faktury wystawiane są na niewłaściwe dane.
    Poprawna faktura: #786393
    Błędna faktura: #794295

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

    No puede hacer la descarga de los archivos que subi, favor de comunicarse.

    1 vote
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    0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
  10. Better Google Drive Integration

    It's confusing where the Drive integration will show up and where it won't. It seems like there are some views where you have the option on the side and others don't. I would like it to integrate anywhere you can add documents or any data like that.

    It would be even better if it would let you just choose existing folders to use instead of needing to have Sell create a special folder just for the integration.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  11. Zoom Iintegration

    I would really LOVE it if you all added a Zoom integration to the sell marketplace. I feel like everyone is using Zoom these days.

    1 vote
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    0 comments  ·  Integrations  ·  Flag idea as inappropriate…  ·  Admin →
  12. Win likelihood

    When a deal is placed in Sell with the order attached, it's set as "Won", win likelihood should automatically be 100%

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  13. Missing emails in CRM

    https://app.futuresimple.com/sales/deals/80420925

    Again, I don't see emails in this deal. All is connected well. Can you fix this ASAP please?

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. Eye indicator feature ability wherein you can see if someone is working on a Lead, Contact, or Deal

    Similar to Zendesk Support tickets and views, add an eye indicator feature wherein you can see if someone is currently active, and working on that Lead, Contact, or Deal.

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

    Cannnot sercah by task name or subject

    1 vote
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  16. 1 vote
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  17. Recurring Automated Report

    Send weekly automated report to email distribution list within an organization showing all deals that are a certain status. The email list will include people who are not Sell users.

    1 vote
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  18. Lead Email Sequences - Duplicating a sequence, changing an email and renaming it

    For the Reach Email Sequences, it would be very helpful if you could take a saved sequence, duplicate it (like you can do a smartlist) and add/delete an email and then save as a new sequence. Right now, if you try to do that, it replaces the sequence which is not helpful. Now we have to completely rebuild each sequence. If there is a way to accomplish this, please let me know.

    1 vote
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    0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
  19. A quick breakdown of "touches" to a contact/company

    A quick breakdown of "touches" to a contact/company in a given 7 day period, 14 day period, 30 day period. When you last "touched" a client is good, this would expand upon that. This information is critical to building up momentum.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Export and Share Sell Reports

    Have the ability to export and share Zendesk Sell sales reports

    1 vote
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