Zendesk Sell Ideas

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  1. Ability to tick deals in a smart list and it gives you the total of selected deals

    When you have created a smart list for deals with various filters it gives a total at the bottom of those deals. However, when discussing deals it would be helpful to be able to tick a selection of them to see what the value of just those deals would be.

    14 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  2. Add Primary Contact Email and Phone as field options in Deal View

    One of the fields I can add to a Deal Smart List is Contact. Then you can add contact address, city, ect. Is is possible to add contact email, phone. I like to export lists from this view and If i could add that kind of contact information it would save me multiple process steps. Thank you!

    10 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  3. Internal Communication using "@Joe Smith" in Notes

    We have a lot of internal chatter and no way to notify each other of an item that needs to be reviewed or addressed. If we could enter a note to a Base member in the Notes field that would notify them via email or web alert we could have internal communication regarding deals or contacts. For Example: "@JoeSmith when does the client wish to move forward on this potential project? "

    6 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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    1 comment  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  5. Add Contact Email Address as a filter in Deals

    It would be extremely helpful to be able to create a SmartList of Active or Won deals, within a specified time period, and include email addresses as one of the fields. This would allow companies to appropriately target email campaigns to exclude or only include those clients.

    4 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  6. unmatch deals

    Deselect All Deals when Associating Deals via Comms Centre. We have clients/partners that are involved in multiple Deals (we have one client/partner at 25 deals and counting). In one click we'd like to be able to deselect all the Deals that have been automatically associated with an email.

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  7. Be able to store documents in Deal - Notes

    It would be helpfull to be able to attach documents / paste images in the Notes within a Deal (the "timeline" of the Deal)

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  8. Tracking Deal Value changes on Activity

    We would like to be able to see the changes of the Deals' Value in the Activity section, just like we can see the changes made when each stage is moved.

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  9. Show alert on deals with overdue tasks

    In am used (in a different A-label CRM tool) that I can see in my active deals pipeline which deals contain an overdue (or none) tasks.

    This way I can immediately see in my active pipeline (I use a filter 'Deals closing this month') which ones require first action.

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  10. Make 'Hot' deals visible on Deals tab.

    When scrolling through deals we can no longer see those that have been marked as 'Hot' with the use of the fire symbol.
    This was quite useful as you could find hot deals easily but now it has been rendered pointless.

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow Deal Win Likelihood % to be switched back to using system default instead of custom value.

    As it stands, if you customize the win % on a card (Deal), it no longer adjusts the win likelihood as the stage is changed. It would be helpful to be able to revert it back to the Pipeline pre-defined % for each stage, instead of keeping it custom for the life of the Deal.

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  12. Merge Deals

    Allow for the ability to merge two deals that should be one. We have many instances that multiple deals are created and we need to ultimately merge them all into one deal. This happens due to the way we get information on upcoming projects and is quite important to ensure information isn't lost. Currently, you need to copy and paste information from each deal into one file and that is just begging to cause an issue for us. Thank you!

    3 votes
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  13. Print

    Would be incredibly nice to be able to export to print vs. only into excel. Too cumbersome & laborious to add the extra steps of exporting and then formatting within excel.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add Percentage as Deal Currency Opetion

    Our business charges a fee as a percentage of recovery/savings instead of a flat dollar amount. I am currently unable to use the deal value field at all.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  15. CROSS TAB REPORTING COME ON

    LINK WITH CONTACT TAB

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  16. Deal's Primary Contact Email

    I can not add Deal's Primary Contact's "Email address" field to a Deal smart list. I can only add physical "Address" fields.

    That's a shame!

    I would like to make a csv export which contains tag filtered deals and connected email addresses.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  17. Ad Connections xml file

    Nearly every deal begins with a proposal in inventory pricing tool. Being able to upload the Ad Connections xml file into Base should automatically break the proposal into revenue by month and by product.

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  18. New deal with collection of tasks

    When new deal is created, a predefined set of tasks is created.

    1 vote
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  19. Create a templates options for deal notes

    All of our team members are asked to follow a certain template for closing notes when we close a deal. It would be awesome if we could create templates for notes sections like we can create templates for emails

    1 vote
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    0 comments  ·  Deals  ·  Flag idea as inappropriate…  ·  Admin →
  20. Separate Tab for More Deal Info

    Recommend ability to add a separate tab (i.e., next to "Client Space") where admins could create additional custom fields to capture more info regarding the deal. There is not enough space on the deal card and having all information in the left-hand column is cumbersome.

    1 vote
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