Zendesk Sell Ideas

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  1. 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 →
  2. 1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  3. Ability to delete fields when not needed

    Every time you import data and define a custom field it cannot be deleted
    This causes far to many obsolete fields in the database.

    Admin needs the ability to delete custom fields

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  4. In Smart Lists, under the "Actionable" column, provide option that lists upcoming task

    This would allow us to use the Smart List as a "sales dashboard", effectively seeing what tasks are up next for each Deal (I don't need all upcoming tasks for each deal, just the most immediate one). Can not imagine this would be tough to implement, so how's about we get this one going? :)

    Thanks!

    3 votes
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  5. 1 vote
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  6. 1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  7. Smartlist options.

    This is what I need as a salesperson.... I need a smartlst that will give me the following information at a glance.

    Company name. All PEOPLE associated with that company, and their contact information (phone e-mail etc.).

    Id like that as an option in your smartlist.

    Why for the love of GOD would you sort alphabetically and mix people and contacts in one column? Please make this happen. PRETTY PLEASE? I find your application sooooooo counter-intuitive to how actual sales people function...everything is backwards!!! Please contact me so that I can walk you through what I mean. This is so…

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  8. Allow mouseless workflows

    Please improve usability by enabling consistent use of keyboard shortcuts. A negative example is the Modify Task Popup. After toggling through the data fields modifying, one cannot Save and Exit the dialog without using the mouse. Sad.

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  9. Smart list bulk edit

    Bulk edit on smart lists. Smart lists are great to sort, filter and show information not visible in regular list view (f.i tags). But bulk edit (like manage tags) has to be done one by one.

    306 votes
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    47 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  10. Sprite navbar

    You could probably reduce the number of requests by spriting all navigation icons:
    https://assets.futuresimple.com/images/icons/UI/nav-bar-calendar-new.png

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

    Thanks for the feedback Reuben, we are planning on a refresh coming soon that will also make sure everything is optimized.

  11. call log to specify which phone number that was called

    If you have multiple phone numbers for a contact or lead it's difficult to see which specific number you called before. Would be great to know, especially for leads were you might have several numbers but you don't know exactly which one is correct

    1 vote
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  12. Filter using first 2 or 3 digits of a postcode/zip code. I want to view all prospects in a given postcode area for territory planning.

    I want to be able to type the first 2 to 4 letters/numerals of a post/zip code and see all prospects in that area. E.g if I type GL10 then all companies in that postcode region show on my search.

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  13. Customise and save filters on my dashboard

    For example, I would like to be able to view my filtered contacts on my dashboard and save them so my dashboard always shows this filtered list upon login.

    3 votes
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  14. More deal stages?

    Hey,
    I have a somewhat complicated deal pipeline (working with the European Commission), and I'm stuck because I need one more stage but the system does not allow me to do it. Could you allow 6 deal stages instead of 5??
    Thanks,
    Camille

    4 votes
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  15. Allow multiple filters in each category

    Allow multiple zip codes or states to be clicked on and checked to assist in filtering out leads/contacts

    6 votes
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    1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  16. keyboard shortcuts

    Please add keyboard shortcuts to Base for common commands, similar to Gmail: c = compose, r = reply, etc.

    27 votes
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    4 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  17. Gmail auto add feature

    It would be great to have an integration with gmail that allowed you to automatically add that gmail user as a lead or contact.

    Google's CRM Insightly has this feature and it really saves time.

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  18. Recommend discount

    An option to recommend to a friend, forward a link for them to sign up and get discounts on membership for both sides

    1 vote
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    0 comments  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
  19. More / New Currencies

    Hi,

    Are the currencies taken from a global toplist? I live in Guyana and use the Guyana Dollar (GYD - $), I was wondering how difficult it would be for you to add that currency, or at least make a generic dollar currency if possible.

    Thank you for your time.

    1 vote
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    1 comment  ·  Interface improvement  ·  Flag idea as inappropriate…  ·  Admin →
    completed  ·  Rafal Ociepa responded

    Hi,
    Thanks for your suggestion!
    We’re adding currencies as necessary, and I’m happy to say we’ve just added the Guyanese dollar.

    All the best,

  20. Sort ascending and descending

    It's relatively easy to manage deals via the pipeline, but it's become a total disaster trying to manage leads. One super quick win that would be huge for me would be to allow me to sort the leads list in ascending OR descending order.

    As an example use case, I'd love to be able to use the sort dropdown >> choose "date added" >> descending to sort with the most recently added at the top of the page as opposed to the bottom.

    To see a list of the most recently added leads today, I have to scroll to the…

    1 vote
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    completed  ·  Rafal Ociepa responded

    Hi Austin,

    I’m happy to say that’s already available. You can choose the sorting order right next to the “sort by” dropdown (http://take.ms/y9zvG).

    Thanks for your feedback, and best wishes,

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