Zendesk Sell Ideas

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  1. Moving Contacts

    Be able to select contacts and create a new smart list. For example I have 40 contacts I want to prospect hard this month. I want to be able to select those 40 Contacts and move the to a new smart list.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Delete duplicate leads that are a contact

    Leads that are already a contact should be merged/deleted or at least put in a list for inspection. Right now the EXCHANGE function creates hundreds of new leads that are already a contact.

    This could be done based on email or first/lastname + company?

    3 votes
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    0 comments  ·  Leads  ·  Flag idea as inappropriate…  ·  Admin →
  3. Won reasons

    Seeing your strengths is just as important as knowing your weaknesses. Would be great to have DEAL WON reasons in reports as well as LOSS reasons.

    3 votes
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    0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
  4. Option for text message forwarding

    Enable text message forwarding to mobile device.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. enable batch operations in task list screen. Like multiple sending of emails for similar tasks.

    I would like to be able to perform batch operations within the task screen. Say I have 20 tasks that are the same "Send email to customer ask if they need anything." It would be wonderful to be able to do it all at once with one email just like in the "deal" list or "contacts" list.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  6. Multiple Active Email Addresses

    You need to enable multiple email addresses so that we can track emails, notes, etc. for a contact when they use different email addresses (e.g. company and personal).

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  7. Mandatory fields by stage

    It would be great to make certain custom fields mandatory dependant on the funnel stage reached, or conversely, a deal can't advance to a certain stage without a certain field completed. Ideally, the flexibility to enforce either or both options.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  8. Exporting Smart Lists at different points in time

    I can see the current status of leads and deals, but I'd like to see how it looked at some other time. This way we could track when and how a lead/deal evolved.

    1 vote
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  9. Please put a dash in phone numbers

    Put dashes in sprint lead phone numbers please

    1 vote
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    0 comments  ·  Client Space  ·  Flag idea as inappropriate…  ·  Admin →
  10. Option to have draft emails

    It would be really helpful to have an option to have draft emails which can be shared with others. A couple of examples on how this can be used:

    - A team member is dealing with a difficult case and wants to check their response with the team leader before sending
    - A team member wants to help a colleague who has a lot of work by drafting emails on their behalf, to then be sent by the owner of the deal to ensure continuity in the eyes of the prospect.

    Front has had this feature for some time and…

    1 vote
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  11. Image text message support

    Let us send an receive picture message text.

    1 vote
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  12. Fix the Address in the calendar

    If I enter a address in the calendar while I'm on my desk top it won't bring up directions when I click on "get directions" on my mobile app. I apparently have to enter the address on my mobile app for it to work on there. id like to be able to do my scheduling on my desk top and just click on the address when I'm in the field.

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ability to rearrange e-mail attachments in correct order

    Sell seems to attach my documents in whatever order it sees fit, and not in the order that I uploaded. My template has a dozen documents that would be extremely helpful to my clients to have the documents be attached in a particular order - and being able to rearrange the documents if I need to attach additional documents later

    0 votes
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    0 comments  ·  Email  ·  Flag idea as inappropriate…  ·  Admin →
  14. 440

    My idea is best

    1 vote
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    1 comment  ·  Pipeline  ·  Flag idea as inappropriate…  ·  Admin →
  15. Very nice my zendesk

    My idea is best

    2 votes
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    0 comments  ·  Dashboard  ·  Flag idea as inappropriate…  ·  Admin →
  16. auto-populate calendar

    It would be great if when entering in a date that the calendar would automatically populate with that month and day. For example. You click on the date field and I start to enter in jul and it jumps to next july instead of having to click the arrow 10 times to get to next july

    1 vote
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    0 comments  ·  Calendar  ·  Flag idea as inappropriate…  ·  Admin →
  17. Filters (multiple) can be this OR that filter. Also, "Sell" created custom fields don't retain the same type of field as their parent.

    Background: My duplicate leads are identified by first/last name being the same and I need to retain all values for certain fields. So, import is set up to create custom fields and retain both values. However, I've already created those "secondary" custom fields and Sell is smart enough to use those. See below.

    I have "lead date #1, lead date #2, lead date #3" as fields. If a potential client (we'll call him James McWannaBuy) comes in on 01/01/2017 Sell assigns their lead date to "Lead Date #1" and shows 01/01/2017. If that same client comes in again 2.5 years…

    1 vote
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    0 comments  ·  Filters  ·  Flag idea as inappropriate…  ·  Admin →
  18. Tab Key to Scroll Through Address Fields

    It would be very convenient if, when entering contact address information, hitting the tab key on my keyboard would take me to the next field of the address information, instead of taking me through the fields on the lefthand column of the window. Right now, hitting tab takes me from "street" to "billing street" to "shipping street" to "customer status." It would be better if hitting the tab key took me from "street" to "city."

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Tab Key to Scroll Through Address Fields

    It would be very convenient if, when entering contact address information, hitting the tab key on my keyboard would take me to the next field of the address information, instead of taking me through the fields on the lefthand column of the window. Right now, hitting tab takes me from "street" to "billing street" to "shipping street" to "customer status." It would be better if hitting the tab key took me from "street" to "city."

    0 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to create and edit/manage Sales meetings and Tasks in Sell

    Would be great to have weekly/monthly Sales meetings managed in Sell, allowing for Actions/Tasks to be created from meeting form.

    3 votes
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    0 comments  ·  Sales Management  ·  Flag idea as inappropriate…  ·  Admin →
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