Zendesk Sell Ideas

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  1. Confluence integration

    Ability to link contacts and deals with meeting notes/project documentations in Confluence (possibly by means of Confluence page tag).

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  2. Instagram

    I saw that you allow for FB and Twittter details to be entered when a lead is created. This gives a very convenient icon on the left hand coloumn that transfers when a lead is converted into a contact.
    Can you do the same for Instagram as i'm using BaseCRM to track deal with personalities who have a big Instagram presence.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  3. Preserve Reach Fields in Base CRM

    There are fields in Reach like Business Type and Employee Size that arent in Base unless i custom create them. when i move a company from Reach to Base i would like that data preserved for the company i am importing.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Allow to link Dropbox to Contacts

    We use this as a CRM, this we are uploading client docs into the contact tab. We ran out of the 2GB in two months. If you can't offer more storage for a monthly fee (without having to upgrade every user to $150/month) it would be great if we could seemlessly link to Dropbox or Google Drive from the Contacts page, rather than just the Deal page...

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to Export or Print mailing labels

    We need an easy way to print mailing labels.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  6. Use Google for Auto-Complete on Addresses and Info for Companies

    Google already has a ton of information, including addresses, phone numbers, websites, accurate spelling, etc. Please add an auto-complete functionality when adding and editing contacts and leads.

    Other CRMs are already doing this and I hope Zendesk follows with this amazingly helpful connection. Speeds up the process!

    Thank you!

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  7. Photo Contact Card

    There should be a way with the app to take a picture of a business card and the info auto populates the contact card. This would speed up the amount of wasted time typing in contact information.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Sort contacts by revenue

    We need to be able to sort our contact list by 'revenue' to make sure that we're keeping in constant contact with our best customers.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  9. Primary Company Contact (Default Email Recipient)

    Enable the option for a primary contact at a company.

    The companies 'email' address field is redundant. Using the system correctly, any human at the company has their own contact card and as such, the company email address is never correctly targeted.

    This means that when filtering the contact list by company filters (such as industry, revenue or last contact with the company) we cannot select relevant companies and batch email them.

    Instead, we have to copy out the list and then manually determine who is the primary contact at each company before manually mailing them one at a time.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  10. Import contacts and companies respecting their relationship

    Currently when we import CSV it's kind of confusing. When I try to import a person contact and what company he/she works for, we can't associate both information - the import is thus very harmful as currently.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  11. when entering contacts can it automatically update in my Iphone

    when entering contacts can it automatically update in my Iphone

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  12. BATCH EDIT FIELDS & TAGS

    LET ME GUESS LOW DEMAND?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  13. 1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  14. Have the Smartlist categorize by Company, not Contact

    When working on our contacts, the smartlist filters by the Contact. We work in Industry where the key-employees can change. Deals are associated by Company and then Client. It would be nice if the Smartlist reflected that as well.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  15. Contact and List

    Is there a way for he MC's to view all leads and contacts yet without me having to print a master list?

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  16. Ability to Bulk Change Prospect Status Or Customer Status

    We import our clients users regularly, sometimes at different stage and there can be a large number of them.

    I want to be able to change a Prospect or Customer Status in Bulk by selecting those I want to change, then changing one and a pop up will come up asking I would like to apply the change to all those I have selected. Click yes or no.
    Thanks.

    3 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  17. Address Line 2 in Main Contact Info Area

    Our sales people consistently forget to add Address Line 2, or try to jam it into the Address 1 field, because it lives down below the main contact card area (because it is a "custom" field). Address Line 2 should be a primary field.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  18. A 'person' hierarchy structure to manage variations of multiple companies/deals and to facilitate GDPR reporting

    Being able to manage company and deal variations linked to a unique contact (i.c. for persons)
    Currently we have created 'duplicated person' accounts to manage deals where a person was involved when working for company A. The person moved on to another job at company B and (s)he was again involved in a new deal for company B. So, a unique person has 2 email addresses which are linked to different companies and. as a result, different deals.

    Also, from a GDPR perspective being able to answering gdpr requests by pulling reports from unique contact ID/Name with all its variants…

    4 votes
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  19. Company name from email domain

    If a company has been created with at least one contact with an email address, when adding new contacts from Communication tab, then company field could be automatically populated from that email domain if a match.

    1 vote
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    0 comments  ·  Contacts  ·  Flag idea as inappropriate…  ·  Admin →
  20. Moving Contacts back to Leads

    When first starting out, I entered a bunch of leads under "Contacts" because I didn't realize the difference. Now that I know, I want my Leads/ Contact lists to be correctly organized so I need to move those "Contacts" back to "Leads" and I'm not seeing a way to do that.

    1 vote
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