Zendesk Sell Ideas

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  1. Marketing automation

    Be able to set automated emails/texts/tasks in the future...

    i.e. for a specific client I talk to I will add them to an email drip to hear about a specific topic for next 6 months...

    So if I add a new lead and it matches a criteria it will text/email them with a saved template

    Then will give me a task to call them 3 months later to follow up. .

    7 votes
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    0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
  2. try

    tfyg

    1 vote
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    0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
  3. Specific Date and Time in Automated Actions

    Hi all,

    I have a trial subscription and am really liking Base CRM. There is a feature that I think is crucial and is currently missing.

    When creating tasks in automated actions, you can not choose a specific date (e.g 30/06/2018 at 1:00pm). I find this very frustrating as my service business needs to contact certain clients on specific days of the year.

    Would you be able to add this feature?

    I am happy to pay if it would mean we can add this feature.

    Thanks in advance.

    Ben Wieland.

    3 votes
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    0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
  4. calendar dates

    Automated Actions: deadlines are calendar days NOT working days. FIX this, please. AND/OR at least let the company determine working days vs calendar days.

    18 votes
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    0 comments  ·  Automated Actions  ·  Flag idea as inappropriate…  ·  Admin →
  5. more automated tasks based on; loss reason, source, stage, tags

    More automated actions (only really tasks available at the moment)...

    Automated action, task based on the loss/unqualified/won reason, if tag present, deal stage etc

    Also automated send of template email would be great

    4 votes
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