Zendesk Sell Ideas

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  1. 1 vote
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    0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
  2. Data entry in new lead with tab functionality

    Normally software allows you to tab through cells and complete data input. When entering the address for a customer it tabs immediately to the lower data fields and does not move to city, state, zip etc. as part of the data input flow.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  3. Convert lead to deal

    When you convert a lead to a deal, it would be better if you could select the deal stage they enter into. It's not always the case they will go straight to your first stage.

    This creates unnecessary clicks and is a little clunky

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  4. edit deal value

    It's a bit annoying to have to drill down into the individual deal to be able to edit the deal value.

    It would be better if you could edit when you're looking at the sales pipeline stage view/table view so you don't need to make like 5 unnecessary clicks

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  5. Tasks Management


    1. We should be able to see who set the tasks in the tasks and not have to search through notifications.


    2. We should have the ability to filter tasks for a specific date. For example, I should be able to select sept 23rd on a calendar to view tasks on that day without having to scroll through 500 other tasks.


    3. We should have the ability to prioritze tasks. Sometimes not all tasks will get done and some can wait a few days, but other tasks need to be done before lunch. So a way to mark a task urgent would be…

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  6. Autosave Lead Notes

    I've lost lead notes twice now. Both times I was on calls with Leads, writing notes. I didn't save after the call because each time I got distracted. During the call I was switching between browser tabs to look up pricing and other information. When I came back to Sell, I had been signed put and the form cleared.

    Solution: Periodically save notes or save when on auto-sign-out due to session ending.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  7. Allow user to change tasks from newest to oldest.

    For those of us trying to catch up, it is very time consuming when having to scroll all the way to the bottom of tasks to see the latest past due task. Ability to select how my past tasks are sorted would be a much-needed time saver and allow me to utilize the limited time I have for catching up to be productive.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create a managers view

    my sales reps are required to have their calendar filled out each week. It would be great for me to be able to see what is on their calendar at a glance. I can see them in outlook but the tasks don't show up in outlook.

    5 votes
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option to receive email notifications for text messages

    Receive an email notification whenever a lead/contact sends a text message. Right now, I need to open up the Communication Tab for a manual review of any texts sent throughout the day or be actively on Zendesk when the text is sent to see a notification.

    1 vote
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    0 comments  ·  Notifications  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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.

    1 vote
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    0 comments  ·  Appointments  ·  Flag idea as inappropriate…  ·  Admin →
  11. Display leads, contacts and businesses on map (Desktop)

    The display of leads, contacts and businesses on a map should also work with the desktop solution.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. View photos of contacts

    It'd be great if you could see photos of contacts. A synchronization between ZenDesk Sell and Outlook contacts should still be possible (including photo).

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Import Leads/Contacts Through Excel Document to a Smart List

    The ability to import multiple leads/contacts through a single Excel file into a Smart List. For example - if i call/meet with 50 new prospects in 1 day I manually have to enter them one by one. If we could create a Excel template that could be used to import all these contacts and organize it in a Smart List this would make things more organized and less time consuming.

    Thank you for your consideration! :)

    4 votes
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    0 comments  ·  Import  ·  Flag idea as inappropriate…  ·  Admin →
  14. Export calls and visit data from reports

    It would be very useful to be able to export the table view of the "Call Outcomes" and "Visit outcomes" report under "Activity Reports".

    Ideally the ability to press a button up the top right and 'download' the current table view would be perfect!

    Basically, the context is we would like to do some analysis on call outcomes merging with some data which comes from other systems on our users, meaning we need to download the data.

    Alternatively, the ability to download call data would also enable us to do this same analysis on calls and meeting outcomes, along with…

    6 votes
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    0 comments  ·  Export  ·  Flag idea as inappropriate…  ·  Admin →
  15. See all leads for users

    Any user should be able to see all leads so that they can cherry pick-up the leads otherwise leads have to be affected by a responsible which is not always appropriate.

    1 vote
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  16. simplify terms of service

    A 16 Page 30.000! character long Terms of Service document for this service; to improve YOUR service. This does not bode well. Maybe you would more feedback, if you would simplify this process ;)

    3 votes
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    0 comments  ·  Other  ·  Flag idea as inappropriate…  ·  Admin →
  17. More flexible Filters

    For example if you want to filter Leads or Contacts that have nerver been contacted AND have not been contacted for over 100 days you have to make 2 "smart" lists.

    please allow more customisation of the filters to make smarter lists. This issue continues allmost throughout the eintire program. For example in the Tasks menue you can't simply remove one filter. You only have the option to nuke the entire list.

    3 votes
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  18. Ability to delete one Filter

    One should not have to nuke the entire liste of filters. Please add a button to remove them individualy.

    1 vote
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    0 comments  ·  Tasks  ·  Flag idea as inappropriate…  ·  Admin →
  19. Customisable forms that can be branded to suit your business

    With personalised follow up emails and confirmations.

    2 votes
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    0 comments  ·  Lead Capture Form  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to set default value for `Email conversation visible` value (from `None` to `All)

    If you would like your coworkers to see the emails you send to a contact, you must manually reassign the Email conversation visible setting on each deal. Yuk!

    1 vote
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    0 comments  ·  Setup  ·  Flag idea as inappropriate…  ·  Admin →
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