Zendesk Sell Ideas

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  1. search is not working

    We love zendesk sell, but search is .. not good. Specialy for us in Europe there is problem with special characters. We are NLP company and we can help you with it. (as reference customer we did similar project for Konika-Minolta) we cover for KM all EU language and japan...

    1 vote
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    0 comments  ·  Search  ·  Flag idea as inappropriate…  ·  Admin →
  2. need help

    when I set a task it goes to mercie for some reason

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

    Have the ability to export and share Zendesk Sell sales reports

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  4. The ability to "like" activities, notes specifically.

    Would love the ability to "like" the activities of my colleagues, specifically the notes they tag me in, as a way of communicating that I have seen their message. Right now internal communication in Zendesk Sell is very one-way unless I create an entire new note to say "ok, got it, thanks". Even embedded comments or replies to notes would make a huge difference. Thanks!

    6 votes
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    0 comments  ·  Notes  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. 1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. task

    Cannnot sercah by task name or subject

    1 vote
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. Attach/Add links (such as Google drive) as documents instead of having to upload documents themselves

    Adding documents is important, but for live documents, links are better to always be able to access the latest version as well as secure that via drive access.

    3 votes
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    0 comments  ·  Document Repository  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. "Star" Call notes, Emails, & SMS records

    We have the feature where adding a "Star" to "Notes" is available.
    It would be much more helpful if we could "Star" Call Notes, Emails, or SMS to reference important & relevant information.

    23 votes
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. 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 →
  17. 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 →
  18. 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 →
  19. 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 →
  20. 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 →
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