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. Access smart links while using mobile app

    Why can't we access smart links while using any mobile app? Great feature but is only limited to website.

    16 votes
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    completed  ·  3 comments  ·  iOS Mobile Application  ·  Flag idea as inappropriate…  ·  Admin →
  2. Have The Ability To Make Fields Mandatory

    Both built in and custom fields should have the ability to be set as mandatory - meaning the record can't be saved without it being completed.

    248 votes
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    12 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  3. Call Log: Manual Entry Detail

    The functionality of logging calls with the app or while using the web interface is great. But if I have a call that doesn't get logged for some reason, the manual entry has no detail. For example I cannot log a call with a contact or lead and enter when it took place or for how long, deal association, etc. Whereas that info (and it is important) is being auto logged through the app.

    3 votes
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    1 comment  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
  4. Change Base Phone number

    I will like to change the Base Phone number I've chosen. How can this be done?

    3 votes
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    2 comments  ·  Voice  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi Brittany,

    Thanks for getting in touch!
    We’ve enabled your account to select a new Voice number.

    I hope this helps, and let us know if you have any further questions!

    Best regards,

  5. Improve notes/texts formatting

    Within the past week you added a function to edit notes/texts but the formatting is all messed up now. Everything seems to be single spaced and you can't break up your notes properly so it just appears as one massive block of text. Even if I try and separate my notes using 'enter' to break it into paragraphs it gets reverted back to single spacing automatically when the note is saved. Is there a way to go back to the old format from a week ago?

    1 vote
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  6. Leads Merge / Duplicates

    When we have imported Leads, often times many but not all of the new Leads that are imported turn out to have been in our Leads database previously. However, this creates an enormous number of duplicates in our Leads. It would be much more helpful to be able to merge the Leads and remove duplicates, much as we can for our Contacts.

    Thanks.

    498 votes
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    38 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  mark.stagi responded

    Hello everyone!

    We have recently performed a major update to our Duplication logic in Base when you import a new set of leads or manually enter in a lead in Base.

    The deduplication update includes three components to help combat duplicates:
    – Suggested leads/contacts
    – Flexible duplicate management during imports
    – Customizable duplicate identification

    You can read more on our blog here:

    https://blog.getbase.com/deduplication

    Thanks
    Mark

  7. Multiple Pipelines

    Having multiple Pipelines would be nice in order to track projects that might not be directly related to sales.

    520 votes
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    53 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
  8. Make the front dashboard customizable.

    Enable the user to customize the front dashboard.

    104 votes
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    completed  ·  6 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  9. Option to upload a picture for contacts

    Some contacts do not have a Twitter or Gravatar account. It would be nice to be able to upload a picture for contacts as well.

    698 votes
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    77 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi all,

    Thanks for all your votes and feedback!
    I’m happy to say you can now put a face to the name – we’re automatically pulling photos from the social media profiles you provide for your contacts (i.e. Twitter, Facebook, LinkedIn, and Skype).
    You can read more about this on our blog at http://blog.getbase.com/add-a-face-to-the-name-base-avatars.
    I’ve also opened a new idea for the option to upload a file, to let us track support for that specific suggestion – http://futuresimple.uservoice.com/forums/109313-base-ideas/suggestions/6038701.

    Thanks, and all the best,

  10. Multi-language version/localization

    It Would be great to have a french or multi-language version. Base is very helpfull!

    356 votes
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    62 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  mark.stagi responded

    Great news everyone! We now have Base available in the following Languages:

    Polish
    French
    Spanish
    Dutch
    Portuguese

    More languages to come soon, please follow our blog for updates at:
    http://blog.getbase.com

  11. Tag Functionality for Custom Fields

    Could you give custom fields tag functionality so that advanced searches using multiple criteria can be carried out? For example, if I want to search all 'legal' companies (within my industry field) who have 'onsite' storage (in my requirement field) it narrows down the results by these criteria. This is only function that is preventing us running this across our entire sales department. Thanks

    30 votes
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    completed  ·  2 comments  ·  CRM related ideas  ·  Flag idea as inappropriate…  ·  Admin →
  12. Change owner of a contact

    Ability to change the owner of a contact

    134 votes
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    17 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. Please re-allow us to right click 'open in new tab' on the contacts/leads in the top right search bar

    Up until yesterday the 1st of February we were able to right click contacts in the top right search bar section, enabling us to multi task on base quite easily.

    When logging on today we have seen that you can no longer open leads up in a new tab from the top right search bar.

    Please amend this.

    1 vote
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    1 comment  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  support-team responded

    Hi,

    This has now been resolved and users are able to right click again!

    Regards,

    Base Support

  14. Forward emails to Base using Google Apps

    Send an email straight into Base from Google by clicking a button "add message to deal" in the Google App

    90 votes
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    5 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →

    Today we released an update for the Base Google App. It now includes a button that forwards emails to your Base account. You can learn more about this update here: https://getbase.com/blog/base-for-google-apps-update

    I’d like to thank everyone who took the time to vote and provide feedback for this feature. I hope you enjoy the new Google App. Please do not forget to rate the app if you find it helpful.

    Thanks,
    Josh

  15. add a contact

    When adding contacts from the "untracked emails" area, it imputs the last name with a comma in the first name box. Please see if having the first name input in the first name box and the last name input in the last name box.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  mark.stagi responded

    Hello Courtney,

    We tested this out and it should work correctly, pulling in the first name into the First name field and the last name from the email into the last name field.

    Can you try another one and let us know if you are still running into any issues. If you need any further help just send us an email at support@getbase.com

    Thanks
    Mark

  16. Include attachments in emails

    I'd like for the emails I BCC to my dropbox to include the attachments. I often send an SOW or proposal doc to a prospect/client and I'd like to be able to reference that in the contact info.

    65 votes
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    completed  ·  2 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  17. Reminder on deals that need attention when i log in!

    When i log in now, on overview page, i see the things me and myc colleagues have done. Great. BUT, it would be more interesting to see what we haven't done. For example put a red star on all deals that haven't been updated for a week!

    717 votes
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    19 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  18. sync with Android contacts

    It's a pity that the Android Base App, which for the rest is great, doesn't have the option to sync contacts to the address book.
    The problem with contacts not being there is that I don't know who is calling me bcs I see only the number.

    45 votes
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    completed  ·  2 comments  ·  Android Application  ·  Flag idea as inappropriate…  ·  Admin →
  19. Allow multiple e-mails per contact

    Many of my contacts use more than one e-mail address interchangeably. Base doesn't allow adding multiple e-mail addresses to one contact. One workaround that was suggested here was to add it as a custom field. However, this will not display e-mail correspondence with that e-mail address on the contact page/profile.

    34 votes
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    4 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  support-team responded

    Hi there!

    The emails from the emails in these custom fields should absolutely sync over. As long as the custom field type is Email Address, emails to and from that address should sync over. If it is not, can you please reach out to support@getbase.com and we can help further troubleshoot?

    Thanks!
    Jo-Anne

  20. Be able to search within Radius on maps on mobile

    Currently you can search by location for leads and contacts, but if they have a suburb or neighborhood as the address, maps sometimes won't pick it up (locality might be different on maps). Instead, have the functionality to search within a certain radius so whenever we are visiting a certain location, we can see all the leads that are nearby regardless of how their address is inputted.

    3 votes
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  support-team responded

    This functionality is already avaliable and can be found by going to Leads > Filter Screen > Distance within the app!

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